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
$181M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$4.05M
3
+$4M
4
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
+$1.45M
5
CVX icon
Chevron
CVX
+$248K

Top Sells

1
+$8.97M
2
+$6.5M
3
+$2.38M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$2.37M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$354K

Sector Composition

1 Technology 15.67%
2 Industrials 11.34%
3 Communication Services 11.31%
4 Consumer Discretionary 11%
5 Financials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.12%
+4,345
52
$216K 0.12%
+4,213
53
$211K 0.12%
1,586
54
$33K 0.02%
20,615
55
– –
-96,353
56
– –
-7,058
1 2
3