VBFG
Vishria Bird Financial Group Portfolio holdings
AUM
$301M
This Quarter Return
+14.99%
1 Year Return
+8.08%
3 Year Return
+57.14%
5 Year Return
+82.66%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+24%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
17.15%
Top 10 Holdings %
Top 10 Hldgs %
69.49%
Holding
46
New
5
Increased
10
Reduced
14
Closed
1
Top Buys
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$13.5M |
| 2 |
Apple
AAPL
|
$8.63M |
| 3 |
AGNC Investment
AGNC
|
$6.64M |
| 4 |
First Trust Managed Municipal ETF
FMB
|
$1.36M |
| 5 |
Zillow
Z
|
$1.18M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$6.22M |
| 2 |
FedEx
FDX
|
$344K |
| 3 |
Chevron
CVX
|
$211K |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
$119K |
| 5 |
W.P. Carey
WPC
|
$37.9K |
Sector Composition
| 1 | Technology | 16.33% |
| 2 | Consumer Discretionary | 13.41% |
| 3 | Communication Services | 7.94% |
| 4 | Industrials | 6.52% |
| 5 | Financials | 5.34% |
