VBFG
Vishria Bird Financial Group Portfolio holdings
AUM
$301M
This Quarter Return
-1.74%
1 Year Return
+8.08%
3 Year Return
+57.14%
5 Year Return
+82.66%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-6.2%)
Cap. Flow
-$6.17M
Cap. Flow
% of AUM
-3.24%
Top 10 Holdings %
Top 10 Hldgs %
60.92%
Holding
66
New
8
Increased
19
Reduced
9
Closed
4
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$9.77M |
| 2 |
Confluent
CFLT
|
$4.27M |
| 3 |
FedEx
FDX
|
$1.28M |
| 4 |
Chevron
CVX
|
$620K |
| 5 |
Coinbase
COIN
|
$431K |
Top Sells
| 1 |
AGNC Investment
AGNC
|
$7.6M |
| 2 |
CS
Credit Suisse Group
CS
|
$7.53M |
| 3 |
Alibaba
BABA
|
$6.63M |
| 4 |
Air Products & Chemicals
APD
|
$4.18M |
| 5 |
Apple
AAPL
|
$392K |
Sector Composition
| 1 | Technology | 18.73% |
| 2 | Communication Services | 11.63% |
| 3 | Industrials | 9.28% |
| 4 | Consumer Discretionary | 8.1% |
| 5 | Financials | 4.06% |
