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
$238M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$192K
2
+$94.7K
3
+$47.2K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$42.1K
5
TSLA icon
Tesla
TSLA
+$7.71K

Top Sells

1
+$1.47M
2
+$349K
3
+$207K
4
AMZN icon
Amazon
AMZN
+$143K
5
FDX icon
FedEx
FDX
+$120K

Sector Composition

1 Technology 19.76%
2 Industrials 10.45%
3 Consumer Discretionary 6.88%
4 Communication Services 5.01%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.16%
17,631
52
$367K 0.15%
3,964
53
$359K 0.15%
1,586
54
$344K 0.14%
8,851
55
$340K 0.14%
5,022
+54
56
$335K 0.14%
2,710
-290
57
$275K 0.12%
2,741
+16
58
$259K 0.11%
1,512
+7
59
$254K 0.11%
4,345
60
$240K 0.1%
6,047
-155
61
$207K 0.09%
1,194
62
$103K 0.04%
24,265
63
– –
-718
64
– –
-1,091
1 2
3