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
1126
-345
1127
-789
1128
-102
1129
-18
1130
-215
1131
-130
1132
-367
1133
-203
1134
-204
1135
-365
1136
-180
1137
-121
1138
-252
1139
-1,402
1140
-62
1141
-445
1142
-237
1143
-897
1144
-45
1145
-336
1146
-1,716
1147
-152
1148
-2,147
1149
-1,065
1150
-190