BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
This Quarter Return
+1.27%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$222M
AUM Growth
+$222M
Cap. Flow
+$7.18M
Cap. Flow %
3.23%
Top 10 Hldgs %
52.96%
Holding
70
New
9
Increased
26
Reduced
19
Closed
4

Top Buys

1
VGK icon
Vanguard FTSE Europe ETF
VGK
$8M
2
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
$6M
3
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
$5.43M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
$1.06M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$811K

Top Sells

1
PFF icon
iShares Preferred and Income Securities ETF
PFF
$5.89M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
$5.85M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
$3.24M
4
SCHH icon
Schwab US REIT ETF
SCHH
$2.3M
5
EWI icon
iShares MSCI Italy ETF
EWI
$1.5M

Sector Composition

1 Technology 2.3%
2 Industrials 2.07%
3 Financials 1.45%
4 Healthcare 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$34.6B
$2.71M 1.22% 32,136 -38,456 -54% -$3.24M
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$526B
$2.2M 0.99% 20,469 -215 -1% -$23.1K
NYF icon
28
iShares New York Muni Bond ETF
NYF
$900M
$2.19M 0.98% 19,466 +986 +5% +$111K
IWM icon
29
iShares Russell 2000 ETF
IWM
$67B
$1.83M 0.82% 14,734 – –
PZT icon
30
Invesco New York AMT-Free Municipal Bond ETF
PZT
$132M
$1.82M 0.82% 74,176 -1,797 -2% -$44K
PFF icon
31
iShares Preferred and Income Securities ETF
PFF
$14.4B
$1.65M 0.74% 41,026 -146,714 -78% -$5.89M
VEU icon
32
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$1.31M 0.59% 26,951 -395 -1% -$19.2K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.19M 0.54% 8,248 -410 -5% -$59.2K
BAC icon
34
Bank of America
BAC
$376B
$1.1M 0.49% 71,332 – –
VFH icon
35
Vanguard Financials ETF
VFH
$13B
$954K 0.43% 19,361 +240 +1% +$11.8K
SDY icon
36
SPDR S&P Dividend ETF
SDY
$20.6B
$887K 0.4% 11,340 +80 +0.7% +$6.26K
SCHH icon
37
Schwab US REIT ETF
SCHH
$8.37B
$859K 0.39% 21,171 -56,786 -73% -$2.3M
UNP icon
38
Union Pacific
UNP
$133B
$806K 0.36% 7,440 – –
VGT icon
39
Vanguard Information Technology ETF
VGT
$99.7B
$796K 0.36% 7,470 +245 +3% +$26.1K
QLD icon
40
ProShares Ultra QQQ
QLD
$8.91B
$712K 0.32% 4,992 – –
PCRX icon
41
Pacira BioSciences
PCRX
$1.2B
$551K 0.25% 6,200 -300 -5% -$26.7K
TECL icon
42
Direxion Daily Technology Bull 3x Shares
TECL
$3.47B
$456K 0.21% 3,279 -200 -6% -$27.8K
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$44.4B
$391K 0.18% 2,256 -44 -2% -$7.63K
EEM icon
44
iShares MSCI Emerging Markets ETF
EEM
$19B
$381K 0.17% 9,494 -775 -8% -$31.1K
JNJ icon
45
Johnson & Johnson
JNJ
$427B
$381K 0.17% 3,785 +142 +4% +$14.3K
PM icon
46
Philip Morris
PM
$260B
$344K 0.15% 4,571 – –
TNA icon
47
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.18B
$328K 0.15% 3,655 +150 +4% +$13.5K
WFC icon
48
Wells Fargo
WFC
$263B
$324K 0.15% 5,960 +1 +0% +$54
SPXL icon
49
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$264K 0.12% 2,990 – –
XOM icon
50
Exxon Mobil
XOM
$487B
$264K 0.12% 3,102 -150 -5% -$12.8K
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