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
$187M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$4.8M
3
+$4.78M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.33M

Top Sells

1
+$5.29M
2
+$4.58M
3
+$4.12M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3.19M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.89M

Sector Composition

1 Technology 3.07%
2 Industrials 2.54%
3 Financials 1.63%
4 Healthcare 0.54%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.52%
+114,765
27
$2.76M 1.48%
+42,470
28
$2.72M 1.46%
63,165
+3,257
29
$2.49M 1.34%
+48,295
30
$2.44M 1.3%
23,923
-5,410
31
$2.32M 1.24%
82,264
+13,942
32
$2.02M 1.08%
114,194
+19,992
33
$1.9M 1.02%
15,956
-2,695
34
$1.83M 0.98%
35,014
-3,055
35
$1.41M 0.76%
58,746
+28,580
36
$1.15M 0.62%
9,118
+1,650
37
$1.11M 0.6%
72,405
-12,328
38
$1.11M 0.59%
+20,120
39
$971K 0.52%
12,680
40
$959K 0.51%
20,671
+3,074
41
$823K 0.44%
115,792
-32,944
42
$742K 0.4%
7,440
43
$635K 0.34%
12,590
-1,000
44
$551K 0.3%
6,000
45
$550K 0.29%
13,544
-59,924
46
$515K 0.28%
31,244
-20,954
47
$498K 0.27%
11,509
+10
48
$481K 0.26%
213,950
-20,000
49
$384K 0.21%
3,816
+200
50
$381K 0.2%
3,643
+373
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