BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.8M
3
+$7.91M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.75M
5
AAPL icon
Apple
AAPL
+$5.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.77%
2 Industrials 3.53%
3 Financials 1.84%
4 Healthcare 0.54%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.52%
+85,450
27
$1.94M 1.37%
+38,504
28
$1.86M 1.31%
+205,560
29
$1.84M 1.29%
+145,401
30
$1.7M 1.2%
+64,572
31
$1.47M 1.03%
+93,406
32
$1.42M 1%
+82,598
33
$1.13M 0.8%
+36,128
34
$943K 0.66%
+148,736
35
$918K 0.65%
+12,680
36
$862K 0.61%
+7,478
37
$759K 0.54%
+13,104
38
$753K 0.53%
+16,787
39
$752K 0.53%
+47,946
40
$735K 0.52%
+26,165
41
$695K 0.49%
+13,790
42
$689K 0.49%
+30,516
43
$679K 0.48%
+368,200
44
$627K 0.44%
+7,440
45
$463K 0.33%
+11,499
46
$390K 0.27%
+6,000
47
$370K 0.26%
+4,395
48
$354K 0.25%
+3,616
49
$334K 0.24%
+7,160
50
$312K 0.22%
+4,215
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