VBFG
Vishria Bird Financial Group Portfolio holdings
AUM
$510M
1-Year Est. Return
12.05%
1 Year Est. Return
+12.05%
AUM
$510M
AUM Growth
+$209M
(+69%)
Holding
105
Top Buys
| 1 | +$66.5M | |
| 2 | +$28.9M | |
| 3 | +$19.4M | |
| 4 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$19.4M |
| 5 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$19.4M |
Top Sells
| 1 | +$7.06M | |
| 2 | +$6.63M | |
| 3 | +$5.43M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.17M |
| 5 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
+$1.79M |
Sector Composition
| 1 | Technology | 13.12% |
| 2 | Communication Services | 6.74% |
| 3 | Industrials | 4.99% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Financials | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Philip Morris
PM
$241B
| – | – |
-1,132
|
|
||
102
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
| – | – |
-10,700
|
|
||
103
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
| – | – |
-139,471
|
|
||
|
104
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
| – | – |
-43,218
|
|
||
105
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-135,312
|
|