VBFG
Vishria Bird Financial Group Portfolio holdings
AUM
$301M
This Quarter Return
+4.04%
1 Year Return
+8.08%
3 Year Return
+57.14%
5 Year Return
+82.66%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.42%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$9.23M |
| 2 |
CHI
Calamos Convertible Opportunities and Income Fund
CHI
|
$8.93M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$8.52M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$8.49M |
| 5 |
FedEx
FDX
|
$8.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.71% |
| 2 | Consumer Discretionary | 11.73% |
| 3 | Healthcare | 8.39% |
| 4 | Industrials | 8.06% |
| 5 | Communication Services | 7.64% |
