VBFG

Vishria Bird Financial Group Portfolio holdings

AUM $510M
1-Year Est. Return 12.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.65M
3
+$33.6K
4
AMP icon
Ameriprise Financial
AMP
+$31.7K
5
HLAL icon
Wahed FTSE USA Shariah ETF
HLAL
+$25.7K

Top Sells

1
+$1.31M
2
+$335K
3
+$267K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$108K
5
AAPL icon
Apple
AAPL
+$107K

Sector Composition

1 Technology 22.15%
2 Industrials 12.31%
3 Consumer Discretionary 6.58%
4 Communication Services 4.98%
5 Energy 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.15%
4,848
-177
52
$229K 0.13%
4,329
53
$224K 0.13%
1,505
54
$217K 0.12%
4,345
55
$44K 0.02%
20,615
56
– –
-2,725
1 2
3