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
901
– –
-2,127
902
– –
-10
903
– –
-15
904
– –
-46
905
– –
-619
906
– –
-3,317
907
– –
-77
908
– –
-1,771
909
– –
-942
910
– –
-201
911
– –
-836
912
– –
-26
913
– –
-145
914
– –
-105
915
– –
-2,821
916
– –
-99
917
– –
-133
918
– –
-61
919
– –
-420
920
– –
-190
921
– –
-481
922
– –
-216
923
– –
-982
924
– –
-990
925
– –
-381
35 36
37
38 39