We are live on ! Find out more
VCG

Vantage Consulting Group Portfolio holdings

AUM $19.7M
1-Year Est. Return 280.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+280.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,887
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$1.99M
3 +$990K
4
COST icon
Costco
COST
+$233K
5
WMT icon
Walmart Inc
WMT
+$215K

Top Sells

1 +$606M
2 +$242K
3 +$219K
4
CTLT
CATALENT, INC.
CTLT
+$180K
5
SWKS icon
Skyworks Solutions
SWKS
+$173K

Sector Composition

1 Healthcare 90.54%
2 Consumer Staples 1.31%
3 Technology 0.97%
4 Consumer Discretionary 0.79%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-432
527
-826
528
-184
529
-815
530
-26
531
-2,041
532
-844
533
-58
534
-330
535
-101
536
-27
537
-322
538
-5
539
-268
540
-777
541
-1,311
542
-54
543
-105
544
-18
545
-53
546
-3,269
547
-247
548
-150
549
-18
550
-1,173