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
976
-77
977
-1,771
978
-942
979
-201
980
-836
981
-26
982
-145
983
-105
984
-2,821
985
-305
986
-299
987
-26
988
-89
989
-493
990
-291
991
-1,948
992
-458
993
-359
994
-23
995
-218
996
-1,543
997
-41
998
-200
999
-773
1000
-1,354