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

Top Sells

1 +$361K
2 +$62K
3 +$39.6K
4
MSFT icon
Microsoft
MSFT
+$32.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$22.4K

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