BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
This Quarter Return
+11.68%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$142M
AUM Growth
Cap. Flow
+$142M
Cap. Flow %
100%
Top 10 Hldgs %
48.75%
Holding
57
New
57
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
SCHO icon
26
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$2.16M 1.52%
+85,450
New +$2.16M
VEU icon
27
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
$1.94M 1.37%
+38,504
New +$1.94M
FNDB icon
28
Schwab Fundamental US Broad Market Index ETF
FNDB
$978M
$1.86M 1.31%
+205,560
New +$1.86M
SCHM icon
29
Schwab US Mid-Cap ETF
SCHM
$12B
$1.84M 1.29%
+145,401
New +$1.84M
HYMB icon
30
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.66B
$1.7M 1.2%
+64,572
New +$1.7M
SCHH icon
31
Schwab US REIT ETF
SCHH
$8.24B
$1.47M 1.03%
+93,406
New +$1.47M
BAC icon
32
Bank of America
BAC
$371B
$1.42M 1%
+82,598
New +$1.42M
IDLV icon
33
Invesco S&P International Developed Low Volatility ETF
IDLV
$326M
$1.13M 0.8%
+36,128
New +$1.13M
QLD icon
34
ProShares Ultra QQQ
QLD
$8.89B
$943K 0.66%
+148,736
New +$943K
SDY icon
35
SPDR S&P Dividend ETF
SDY
$20.4B
$918K 0.65%
+12,680
New +$918K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$862K 0.61%
+7,478
New +$862K
HYD icon
37
VanEck High Yield Muni ETF
HYD
$3.29B
$759K 0.54%
+13,104
New +$759K
VFH icon
38
Vanguard Financials ETF
VFH
$12.9B
$753K 0.53%
+16,787
New +$753K
SCHF icon
39
Schwab International Equity ETF
SCHF
$50B
$752K 0.53%
+47,946
New +$752K
FNDF icon
40
Schwab Fundamental International Large Company Index ETF
FNDF
$17.2B
$735K 0.52%
+26,165
New +$735K
SMMU icon
41
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$948M
$695K 0.49%
+13,790
New +$695K
PZT icon
42
Invesco New York AMT-Free Municipal Bond ETF
PZT
$132M
$689K 0.49%
+30,516
New +$689K
TECL icon
43
Direxion Daily Technology Bull 3x Shares
TECL
$3.42B
$679K 0.48%
+368,200
New +$679K
UNP icon
44
Union Pacific
UNP
$132B
$627K 0.44%
+7,440
New +$627K
EEM icon
45
iShares MSCI Emerging Markets ETF
EEM
$19B
$463K 0.33%
+11,499
New +$463K
PCRX icon
46
Pacira BioSciences
PCRX
$1.22B
$390K 0.27%
+6,000
New +$390K
PM icon
47
Philip Morris
PM
$254B
$370K 0.26%
+4,395
New +$370K
XOM icon
48
Exxon Mobil
XOM
$477B
$354K 0.25%
+3,616
New +$354K
WFC icon
49
Wells Fargo
WFC
$258B
$334K 0.24%
+7,160
New +$334K
VIG icon
50
Vanguard Dividend Appreciation ETF
VIG
$95.1B
$312K 0.22%
+4,215
New +$312K