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
$256M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$256K
3
+$180K
4
AAL icon
American Airlines Group
AAL
+$177K
5
PVH icon
PVH
PVH
+$164K

Top Sells

1
+$73.6M
2
+$11.9M
3
+$4.17M
4
SMDY
Syntax Stratified MidCap ETF
SMDY
+$420K
5
CVX icon
Chevron
CVX
+$389K

Sector Composition

1 Healthcare 57.28%
2 Technology 5.13%
3 Consumer Staples 4.53%
4 Consumer Discretionary 3.87%
5 Energy 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$246K 0.1%
4,159
-2,194
152
$246K 0.1%
744
+38
153
$246K 0.1%
14,737
-3,441
154
$245K 0.1%
1,796
-177
155
$244K 0.1%
1,160
+42
156
$244K 0.1%
3,335
-1,281
157
$243K 0.09%
1,004
-230
158
$243K 0.09%
546
+67
159
$241K 0.09%
2,935
-644
160
$241K 0.09%
2,898
-191
161
$241K 0.09%
3,531
+1,171
162
$240K 0.09%
1,353
-216
163
$239K 0.09%
6,380
+2,380
164
$238K 0.09%
1,047
+8
165
$237K 0.09%
493
+129
166
$236K 0.09%
3,750
-160
167
$236K 0.09%
1,207
-262
168
$236K 0.09%
4,568
-356
169
$235K 0.09%
7,504
+932
170
$235K 0.09%
3,957
+259
171
$235K 0.09%
2,110
+220
172
$234K 0.09%
2,578
-84
173
$234K 0.09%
4,598
-900
174
$234K 0.09%
1,239
+114
175
$233K 0.09%
6,947
-429
5 6
7
8 9