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
$174M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.2M
3
+$237K
4
PANW icon
Palo Alto Networks
PANW
+$207K
5
ZION icon
Zions Bancorporation
ZION
+$206K

Top Sells

1
+$12.6M
2
+$2.72M
3
+$1.59M
4
ADCT icon
ADC Therapeutics
ADCT
+$676K
5
SMDY
Syntax Stratified MidCap ETF
SMDY
+$341K

Sector Composition

1 Healthcare 25.28%
2 Industrials 9.63%
3 Technology 6.93%
4 Consumer Staples 6.52%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.14%
559
-40
127
$247K 0.14%
4,297
-495
128
$247K 0.14%
3,432
-196
129
$247K 0.14%
14,350
-845
130
$247K 0.14%
3,941
-581
131
$246K 0.14%
2,924
+18
132
$246K 0.14%
6,332
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133
$246K 0.14%
8,435
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134
$245K 0.14%
24,599
+617
135
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4,271
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136
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137
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138
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1,415
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4,041
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140
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141
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142
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11,616
+1,053
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3,196
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145
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515
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146
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2,192
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147
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1,171
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148
$239K 0.14%
2,075
-147
149
$239K 0.14%
4,606
-180
150
$239K 0.14%
1,441
-137
4 5
6
7 8