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
$198M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.45M
3
+$1.16M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$881K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$684K

Top Sells

1
+$2.12M
2
+$1.63M
3
+$515K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$321K
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$297K

Sector Composition

1 Industrials 2.44%
2 Technology 2.07%
3 Financials 1.64%
4 Healthcare 0.46%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.64%
53,626
+11,156
27
$3.01M 1.53%
127,766
+13,001
28
$2.85M 1.44%
100,314
+18,050
29
$2.74M 1.39%
65,630
+2,465
30
$2.68M 1.36%
60,749
+12,454
31
$2.42M 1.23%
23,940
+17
32
$2.33M 1.18%
136,924
+22,730
33
$2M 1.01%
35,990
+15,870
34
$1.91M 0.97%
78,861
+20,115
35
$1.7M 0.86%
15,506
-450
36
$1.63M 0.82%
33,090
-1,924
37
$1.25M 0.63%
9,048
-70
38
$1.22M 0.62%
71,332
-1,073
39
$1.14M 0.58%
24,531
+3,860
40
$843K 0.43%
11,250
-1,430
41
$807K 0.41%
7,440
42
$789K 0.4%
100,432
-15,360
43
$741K 0.38%
7,400
+3,520
44
$447K 0.23%
10,764
-745
45
$439K 0.22%
173,950
-40,000
46
$436K 0.22%
4,500
-1,500
47
$428K 0.22%
10,800
-2,744
48
$390K 0.2%
4,676
+281
49
$388K 0.2%
3,643
50
$361K 0.18%
6,963
-199
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