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
$149M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$241K
3
+$233K
4
GIS icon
General Mills
GIS
+$204K
5
WBA
Walgreens Boots Alliance
WBA
+$203K

Top Sells

1
+$16.1M
2
+$1.28M
3
+$230K
4
NFLX icon
Netflix
NFLX
+$227K
5
EXPE icon
Expedia Group
EXPE
+$215K

Sector Composition

1 Healthcare 22.01%
2 Industrials 8%
3 Technology 6.97%
4 Consumer Staples 6.72%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.16%
4,220
+179
127
$236K 0.16%
2,758
+144
128
$236K 0.16%
678
-12
129
$235K 0.16%
6,353
+458
130
$234K 0.16%
1,499
-180
131
$234K 0.16%
6,269
-191
132
$234K 0.16%
8,697
+262
133
$233K 0.16%
5,225
+619
134
$233K 0.16%
3,359
+113
135
$233K 0.16%
+3,522
136
$233K 0.16%
7,378
-433
137
$233K 0.16%
2,141
-71
138
$232K 0.16%
2,314
-245
139
$232K 0.16%
1,558
-109
140
$232K 0.16%
282
-25
141
$231K 0.16%
4,366
+95
142
$231K 0.15%
899
+157
143
$231K 0.15%
4,052
+111
144
$229K 0.15%
2,065
+238
145
$229K 0.15%
3,050
+108
146
$228K 0.15%
4,151
-298
147
$227K 0.15%
2,711
+542
148
$226K 0.15%
3,058
-340
149
$226K 0.15%
22,930
-1,669
150
$226K 0.15%
748
-73
4 5
6
7 8