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
$372M
AUM Growth
-$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1 +$396K
2 +$393K
3 +$351K
4
ORCL icon
Oracle
ORCL
+$312K
5
PVH icon
PVH
PVH
+$289K

Top Sells

1 +$130M
2 +$2.87M
3 +$2.04M
4
ADBE icon
Adobe
ADBE
+$602K
5
ADSK icon
Autodesk
ADSK
+$459K

Sector Composition

1 Healthcare 66.58%
2 Technology 3.83%
3 Consumer Staples 3.78%
4 Consumer Discretionary 3.01%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$273K 0.07%
1,057
-205
152
$272K 0.07%
1,633
+55
153
$272K 0.07%
2,124
+365
154
$270K 0.07%
2,662
+338
155
$270K 0.07%
706
+65
156
$269K 0.07%
112
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157
$269K 0.07%
3,698
+265
158
$269K 0.07%
+1,973
159
$268K 0.07%
1,118
+305
160
$268K 0.07%
1,569
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161
$267K 0.07%
12,878
-7,459
162
$267K 0.07%
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163
$266K 0.07%
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164
$265K 0.07%
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165
$263K 0.07%
4,150
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166
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168
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169
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170
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171
$256K 0.07%
4,366
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172
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3,612
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173
$252K 0.07%
7,376
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174
$252K 0.07%
2,612
+20
175
$251K 0.07%
+895