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
$234M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.01M
3
+$990K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$990K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$944K

Top Sells

1
+$1.63M
2
+$1.25M
3
+$262K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$249K
5
PCRX icon
Pacira BioSciences
PCRX
+$120K

Sector Composition

1 Technology 2.21%
2 Industrials 2.04%
3 Financials 1.38%
4 Consumer Staples 0.33%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.21%
37,985
+5,849
27
$2.22M 0.95%
40,562
+1,630
28
$2.16M 0.92%
20,196
-273
29
$1.89M 0.81%
15,134
+400
30
$1.83M 0.78%
76,841
+2,665
31
$1.82M 0.78%
37,581
+10,630
32
$1.36M 0.58%
34,655
-6,371
33
$1.21M 0.52%
71,332
34
$1.09M 0.47%
8,048
-200
35
$1.05M 0.45%
21,216
+1,855
36
$922K 0.39%
8,675
+1,205
37
$858K 0.37%
11,260
-80
38
$710K 0.3%
7,440
39
$668K 0.28%
36,774
-5,568
40
$652K 0.28%
71,272
-8,600
41
$505K 0.22%
11,868
+2,844
42
$393K 0.17%
9,919
+425
43
$375K 0.16%
3,843
+58
44
$366K 0.16%
4,571
45
$339K 0.14%
22,226
+8,710
46
$335K 0.14%
5,961
+1
47
$327K 0.14%
7,310
48
$318K 0.14%
4,500
-1,700
49
$303K 0.13%
87,990
-75,960
50
$275K 0.12%
5,899
+696
1
2
3