VBFG

Vishria Bird Financial Group Portfolio holdings

AUM $510M
1-Year Est. Return 12.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.05%
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 Buys

1 +$4.62M
2 +$391K
3 +$199K
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$98.6K
5
GERN icon
Geron
GERN
+$89.9K

Top Sells

1 +$1.81M
2 +$978K
3 +$357K
4
FDX icon
FedEx
FDX
+$181K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$78.9K

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