VBFG

Vishria Bird Financial Group Portfolio holdings

AUM $510M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$386K
3
+$358K
4
BABA icon
Alibaba
BABA
+$342K
5
GILD icon
Gilead Sciences
GILD
+$321K

Top Sells

1
+$3.97M
2
+$466K
3
+$394K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$241K
5
IP icon
International Paper
IP
+$207K

Sector Composition

1 Consumer Discretionary 15.58%
2 Communication Services 12.33%
3 Healthcare 9.02%
4 Technology 8.11%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.03%
20,615
52
– –
-73,481
53
– –
-4,716
1 2
3