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
$95.4M
AUM Growth
-$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$4.18M
3 +$3.89M
4
BX icon
Blackstone
BX
+$2.84M
5
CVX icon
Chevron
CVX
+$2.81M

Top Sells

1 +$2.04M
2 +$1.96M
3 +$1.18M
4
BA icon
Boeing
BA
+$273K
5
JPM icon
JPMorgan Chase
JPM
+$272K

Sector Composition

1 Technology 19.12%
2 Consumer Discretionary 14.01%
3 Financials 7.78%
4 Communication Services 7.42%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,383
52
-7,374