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
151
$237K 0.04%
+1,177
152
$234K 0.04%
+1,357
153
$234K 0.04%
+4,690
154
$234K 0.04%
16,036
+4,836
155
$234K 0.04%
+7,304
156
$232K 0.04%
+4,884
157
$232K 0.04%
+106
158
$232K 0.04%
+2,758
159
$232K 0.04%
+2,986
160
$232K 0.04%
+1,126
161
$232K 0.04%
+2,642
162
$231K 0.04%
+1,008
163
$231K 0.04%
15,077
+4,322
164
$231K 0.04%
+7,628
165
$231K 0.04%
+1,199
166
$231K 0.04%
+1,242
167
$230K 0.04%
+2,187
168
$229K 0.04%
+4,810
169
$229K 0.04%
+1,246
170
$228K 0.04%
+936
171
$228K 0.04%
+4,252
172
$227K 0.04%
+3,300
173
$226K 0.04%
+1,370
174
$225K 0.04%
+9,840
175
$225K 0.04%
+3,366
5 6
7
8 9