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
$264M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.32M
3
+$3.5M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$774K

Top Sells

1
+$346K
2
+$60.8K
3
+$37K
4
MSFT icon
Microsoft
MSFT
+$32.5K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$22K

Sector Composition

1 Technology 18.22%
2 Industrials 10.32%
3 Consumer Discretionary 6.12%
4 Financials 4.14%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.09%
+6,302
77
$240K 0.09%
6,047
78
$235K 0.09%
+1,091
79
$219K 0.08%
+4,560
80
$213K 0.08%
+2,646
81
$206K 0.08%
+9,706
82
$110K 0.04%
24,265
1 2 3
4