VCG

Vantage Consulting Group Portfolio holdings

AUM $5.73M
1-Year Est. Return 33.45%
This Quarter Est. Return
1 Year Est. Return
-33.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$294K
2
+$289K
3
+$267K
4
ALL icon
Allstate
ALL
+$262K
5
AIZ icon
Assurant
AIZ
+$251K

Top Sells

1
+$1.53M
2
+$1.07M
3
+$528K
4
CMA icon
Comerica
CMA
+$523K
5
STX icon
Seagate
STX
+$248K

Sector Composition

1 Healthcare 23.78%
2 Consumer Staples 7.14%
3 Technology 6%
4 Consumer Discretionary 5.89%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.25%
6,587
-247
52
$386K 0.25%
11,124
+453
53
$386K 0.25%
2,090
-1,065
54
$383K 0.24%
1,473
-292
55
$373K 0.24%
2,931
-407
56
$371K 0.24%
8,512
+11
57
$365K 0.23%
10,448
-744
58
$363K 0.23%
4,559
+160
59
$362K 0.23%
9,645
+687
60
$354K 0.23%
2,819
+72
61
$352K 0.22%
3,845
+2
62
$347K 0.22%
10,356
+672
63
$345K 0.22%
8,751
-184
64
$344K 0.22%
6,284
-114
65
$336K 0.21%
8,017
-142
66
$333K 0.21%
2,234
-273
67
$329K 0.21%
1,804
-468
68
$328K 0.21%
779
-57
69
$327K 0.21%
2,675
+300
70
$325K 0.21%
2,737
-13
71
$325K 0.21%
975
-236
72
$324K 0.21%
11,728
-142
73
$324K 0.21%
18,419
-29
74
$320K 0.2%
753
-22
75
$319K 0.2%
1,025
-174
1 2
3
4 5