VBFG
Vishria Bird Financial Group Portfolio holdings
AUM
$301M
This Quarter Return
+8.76%
1 Year Return
+8.08%
3 Year Return
+57.14%
5 Year Return
+82.66%
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+2.2%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-4.49%
Top 10 Holdings %
Top 10 Hldgs %
55.11%
Holding
94
New
11
Increased
8
Reduced
29
Closed
5
Top Buys
Top Sells
| 1 |
Confluent
CFLT
|
$12.2M |
| 2 |
BP
BP
|
$4.7M |
| 3 |
Snowflake
SNOW
|
$3.38M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$2.39M |
| 5 |
iShares US Healthcare ETF
IYH
|
$2.38M |
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Communication Services | 7.98% |
| 3 | Industrials | 7.53% |
| 4 | Consumer Discretionary | 6.03% |
| 5 | Financials | 3.91% |
