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
$203M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$7.53M
3
+$4.38M
4
ZEN
ZENDESK INC
ZEN
+$1.67M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.14M

Top Sells

1
+$8.53M
2
+$2.53M
3
+$1.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$462K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$317K

Sector Composition

1 Technology 14.99%
2 Communication Services 11.13%
3 Consumer Discretionary 11.11%
4 Industrials 10.07%
5 Real Estate 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.14%
3,573
-172
52
$278K 0.14%
1,227
-285
53
$245K 0.12%
4,213
54
$234K 0.12%
4,345
55
$234K 0.12%
1,586
56
$224K 0.11%
935
57
$211K 0.1%
2,018
-346
58
$29K 0.01%
20,615
59
– –
-3,561
1 2
3