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
$174M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$13.3M
3 +$254K
4
CMA icon
Comerica
CMA
+$249K
5
CI icon
Cigna
CI
+$208K

Top Sells

1 +$11.4M
2 +$2.83M
3 +$646K
4
SMDY
Syntax Stratified MidCap ETF
SMDY
+$360K
5
FGEN icon
FibroGen
FGEN
+$259K

Sector Composition

1 Healthcare 25.28%
2 Industrials 9.63%
3 Technology 6.93%
4 Consumer Staples 6.52%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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2,614
-197
152
$235K 0.14%
2,710
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153
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3,776
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435
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156
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$226K 0.13%
12,202
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