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Home > Institutional Investor > Vishria Bird Financial Group, Llc > Profile

Instuitional Investor - Vishria Bird Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Vishria Bird Financial Group, Llc
Portfolio Value $211,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fedex Corp
 FDX 80,506 $20,366 9.62%
2.
Apple Inc.
 AAPL 105,254 $20,265 9.57%
3.
Microsoft Corp
 MSFT 36,544 $13,742 6.49%
4.
Invesco Exchng Trad Slf Inde
 634,415 $13,126 6.2%
5.
Ishares Trust
 IEF 116,363 $12,596 5.95%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)