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
$165M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$846K
3
+$588K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$444K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$505K
2
+$257K
3
+$217K
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$153K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$117K

Sector Composition

1 Industrials 3.05%
2 Technology 2.86%
3 Financials 1.8%
4 Healthcare 0.52%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.48%
59,908
+3,505
27
$2.17M 1.32%
18,651
-735
28
$2M 1.21%
155,304
+9,903
29
$1.94M 1.18%
76,878
-8,572
30
$1.92M 1.16%
38,069
-435
31
$1.87M 1.13%
68,322
+3,750
32
$1.56M 0.95%
94,202
+796
33
$1.46M 0.89%
84,733
+2,135
34
$1.19M 0.72%
41,780
+15,615
35
$1.01M 0.61%
31,358
-4,770
36
$933K 0.57%
7,468
-10
37
$933K 0.57%
12,680
38
$924K 0.56%
148,736
39
$822K 0.5%
52,198
+4,252
40
$801K 0.49%
17,597
+810
41
$752K 0.46%
12,719
-385
42
$698K 0.42%
30,166
-350
43
$698K 0.42%
7,440
44
$684K 0.42%
13,590
-200
45
$472K 0.29%
11,499
46
$447K 0.27%
233,950
-134,250
47
$420K 0.26%
6,000
48
$360K 0.22%
4,395
49
$356K 0.22%
7,161
+1
50
$353K 0.21%
3,616
1
2
3