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
$467M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$211K
3
+$209K
4
SMDY
Syntax Stratified MidCap ETF
SMDY
+$206K
5
TRV icon
Travelers Companies
TRV
+$204K

Top Sells

1
+$56M
2
+$3.47M
3
+$258K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$247K

Sector Composition

1 Healthcare 75.53%
2 Consumer Staples 2.42%
3 Technology 2.33%
4 Consumer Discretionary 2.01%
5 Energy 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$237K 0.05%
2,917
-92
152
$236K 0.05%
3,434
+676
153
$236K 0.05%
1,459
+89
154
$236K 0.05%
6,374
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155
$235K 0.05%
3,850
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156
$234K 0.05%
1,014
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157
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7,150
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158
$234K 0.05%
1,292
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159
$234K 0.05%
1,759
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160
$230K 0.05%
813
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161
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4,640
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162
$230K 0.05%
5,347
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163
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+2,840
164
$229K 0.05%
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-361
165
$228K 0.05%
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166
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169
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171
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173
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3,660
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174
$223K 0.05%
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175
$222K 0.05%
6,392
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5 6
7
8 9