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
$208M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$1.34M
3
+$1.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$836K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$731K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$1.5M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$686K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$345K

Sector Composition

1 Technology 4.64%
2 Industrials 2.15%
3 Financials 1.33%
4 Consumer Staples 0.28%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.97%
20,491
+295
27
$1.77M 0.85%
73,951
-2,890
28
$1.72M 0.83%
15,704
+570
29
$1.64M 0.79%
38,397
+816
30
$1.11M 0.53%
24,006
+2,790
31
$1.1M 0.53%
70,537
-795
32
$1.08M 0.52%
10,780
+2,105
33
$1.06M 0.51%
27,486
-7,169
34
$1.02M 0.49%
7,843
-205
35
$813K 0.39%
11,260
36
$658K 0.32%
7,440
37
$628K 0.3%
33,784
-2,990
38
$583K 0.28%
71,672
+400
39
$456K 0.22%
33,326
+11,100
40
$379K 0.18%
9,748
-2,120
41
$359K 0.17%
3,843
42
$355K 0.17%
4,471
-100
43
$318K 0.15%
3,750
+1,570
44
$306K 0.15%
5,962
+1
45
$277K 0.13%
8,449
-1,470
46
$270K 0.13%
10,810
+585
47
$262K 0.13%
5,917
+1
48
$257K 0.12%
5,904
+5
49
$255K 0.12%
10,950
+130
50
$254K 0.12%
87,990
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