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
$98.9M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$3.97M
3 +$3.06M
4
NFLX icon
Netflix
NFLX
+$265K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$209K

Sector Composition

1 Consumer Discretionary 14.98%
2 Communication Services 11.78%
3 Healthcare 8.23%
4 Technology 7.45%
5 Industrials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-733,673
52
-41,104
53
-128,452
54
-2,692
55
-28,775