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
$168M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$432K
3
+$107K

Top Sells

1
+$1.65M
2
+$630K
3
+$522K
4
AMPL icon
Amplitude
AMPL
+$256K
5
META icon
Meta Platforms (Facebook)
META
+$212K

Sector Composition

1 Technology 26.11%
2 Industrials 10.17%
3 Consumer Discretionary 7.05%
4 Communication Services 4.78%
5 Energy 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.16%
5,025
52
$257K 0.15%
6,000
53
$227K 0.13%
4,345
54
$203K 0.12%
1,505
55
$66K 0.04%
20,615
56
– –
-1,002
1 2
3