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
$156M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$308K
3
+$240K
4
META icon
Meta Platforms (Facebook)
META
+$212K
5
AMP icon
Ameriprise Financial
AMP
+$136K

Top Sells

1
+$8.08M
2
+$736K
3
+$551K
4
Z icon
Zillow
Z
+$366K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$332K

Sector Composition

1 Technology 23.71%
2 Industrials 10.04%
3 Consumer Discretionary 6.17%
4 Communication Services 4.91%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.15%
+1,586
52
$234K 0.15%
6,000
53
$217K 0.14%
4,345
54
$212K 0.14%
+1,002
55
$45K 0.03%
20,615
56
– –
-11,349
57
– –
-1,550
58
– –
-8,260
59
– –
-4,458
60
– –
-7,473
61
– –
-11,001
62
– –
-10,082
1 2
3