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
$575M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$24.5M
3
+$6.33M
4
SMDY
Syntax Stratified MidCap ETF
SMDY
+$3.41M
5
SSLY
Syntax Stratified SmallCap ETF
SSLY
+$1.7M

Top Sells

1
+$283K
2
+$274K
3
+$234K
4
VG
Vonage Holdings Corporation
VG
+$124K
5
ANSS
Ansys
ANSS
+$42.7K

Sector Composition

1 Healthcare 79.29%
2 Technology 2.06%
3 Consumer Staples 1.97%
4 Consumer Discretionary 1.69%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.04%
+1,300
127
$248K 0.04%
16,705
+3,419
128
$247K 0.04%
+2,020
129
$246K 0.04%
+4,302
130
$246K 0.04%
+4,642
131
$246K 0.04%
+4,126
132
$246K 0.04%
+1,318
133
$246K 0.04%
+466
134
$245K 0.04%
+6,571
135
$245K 0.04%
+4,141
136
$245K 0.04%
+10,609
137
$245K 0.04%
+655
138
$243K 0.04%
+2,126
139
$243K 0.04%
+3,301
140
$243K 0.04%
3,925
+702
141
$243K 0.04%
+8,879
142
$243K 0.04%
+4,523
143
$242K 0.04%
+1,691
144
$242K 0.04%
+1,238
145
$240K 0.04%
+7,280
146
$240K 0.04%
+3,235
147
$239K 0.04%
+9,746
148
$238K 0.04%
+2,156
149
$237K 0.04%
+3,299
150
$237K 0.04%
+424
4 5
6
7 8