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
$176M
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$3.72M
3 +$35.1K
4
AMP icon
Ameriprise Financial
AMP
+$30.7K
5
HLAL icon
Wahed FTSE USA Shariah ETF
HLAL
+$24.9K

Top Sells

1 +$1.31M
2 +$296K
3 +$267K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$105K
5
AAPL icon
Apple
AAPL
+$100K

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