VBFG

Vishria Bird Financial Group Portfolio holdings

AUM $301M
1-Year Est. Return 8.08%
This Quarter Est. Return
1 Year Est. Return
+8.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$1.93M
2 +$975K
3 +$357K
4
FDX icon
FedEx
FDX
+$180K
5
AAPL icon
Apple
AAPL
+$84.9K

Sector Composition

1 Financials 14.08%
2 Communication Services 10.16%
3 Consumer Discretionary 9.8%
4 Healthcare 9.16%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,250