VCG

Vantage Consulting Group Portfolio holdings

AUM $11.2M
1-Year Est. Return 65.56%
This Quarter Est. Return
1 Year Est. Return
+65.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$51.5M
2
+$6.12M
3
+$3.05M
4
XOM icon
Exxon Mobil
XOM
+$738K
5
CVX icon
Chevron
CVX
+$716K

Sector Composition

1 Healthcare 56.82%
2 Industrials 43.18%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,717
77
– –
-15,494
78
– –
-2,194
79
– –
-1,379
80
– –
-898
81
– –
-5,877
82
– –
-858
83
– –
-2,647
84
– –
-14,459
85
– –
-3,174
86
– –
-1,408
87
– –
-2,792
88
– –
-1,484
89
– –
-11,698
90
– –
-2,674
91
– –
-2,404
92
– –
-3,394
93
– –
-1,005
94
– –
-9,996
95
– –
-5,655
96
– –
-1,151
97
– –
-10,802
98
– –
-7,046
99
– –
-991
100
– –
-1,300
2 3
4
5 6