BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Return 10.23%
This Quarter Return
-9.88%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$208M
AUM Growth
-$26.7M
Cap. Flow
-$3.25M
Cap. Flow %
-1.56%
Top 10 Hldgs %
54.49%
Holding
70
New
1
Increased
34
Reduced
16
Closed
7

Top Buys

1
AAPL icon
Apple
AAPL
$5.05M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
$1.34M
3
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$1.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$836K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
$731K

Top Sells

1
SPFF icon
Global X SuperIncome Preferred ETF
SPFF
$6.87M
2
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
$6.76M
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
$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 Shares
Change % 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$527B
$2.02M 0.97%
20,491
+295
+1% +$29.1K
PZT icon
27
Invesco New York AMT-Free Municipal Bond ETF
PZT
$132M
$1.78M 0.85%
73,951
-2,890
-4% -$69.4K
IWM icon
28
iShares Russell 2000 ETF
IWM
$66.9B
$1.72M 0.83%
15,704
+570
+4% +$62.2K
VEU icon
29
Vanguard FTSE All-World ex-US ETF
VEU
$48.4B
$1.64M 0.79%
38,397
+816
+2% +$34.8K
VFH icon
30
Vanguard Financials ETF
VFH
$13B
$1.11M 0.53%
24,006
+2,790
+13% +$129K
BAC icon
31
Bank of America
BAC
$374B
$1.1M 0.53%
70,537
-795
-1% -$12.4K
VGT icon
32
Vanguard Information Technology ETF
VGT
$99.2B
$1.08M 0.52%
10,780
+2,105
+24% +$211K
PFF icon
33
iShares Preferred and Income Securities ETF
PFF
$14.4B
$1.06M 0.51%
27,486
-7,169
-21% -$277K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.02M 0.49%
7,843
-205
-3% -$26.7K
SDY icon
35
SPDR S&P Dividend ETF
SDY
$20.5B
$813K 0.39%
11,260
– –
UNP icon
36
Union Pacific
UNP
$132B
$658K 0.32%
7,440
– –
SCHH icon
37
Schwab US REIT ETF
SCHH
$8.23B
$628K 0.3%
33,784
-2,990
-8% -$55.6K
QLD icon
38
ProShares Ultra QQQ
QLD
$8.96B
$583K 0.28%
71,672
+400
+0.6% +$3.25K
SCHF icon
39
Schwab International Equity ETF
SCHF
$50.1B
$456K 0.22%
33,326
+11,100
+50% +$152K
IWR icon
40
iShares Russell Mid-Cap ETF
IWR
$44.3B
$379K 0.18%
9,748
-2,120
-18% -$82.4K
JNJ icon
41
Johnson & Johnson
JNJ
$429B
$359K 0.17%
3,843
– –
PM icon
42
Philip Morris
PM
$251B
$355K 0.17%
4,471
-100
-2% -$7.94K
VDE icon
43
Vanguard Energy ETF
VDE
$7.35B
$318K 0.15%
3,750
+1,570
+72% +$133K
WFC icon
44
Wells Fargo
WFC
$262B
$306K 0.15%
5,962
+1
+0% +$51
EEM icon
45
iShares MSCI Emerging Markets ETF
EEM
$18.9B
$277K 0.13%
8,449
-1,470
-15% -$48.2K
PZA icon
46
Invesco National AMT-Free Municipal Bond ETF
PZA
$3B
$270K 0.13%
10,810
+585
+6% +$14.6K
MSFT icon
47
Microsoft
MSFT
$3.77T
$262K 0.13%
5,917
+1
+0% +$44
VZ icon
48
Verizon
VZ
$186B
$257K 0.12%
5,904
+5
+0.1% +$218
INY
49
DELISTED
SPDR NUVEEN BARCLAYS N Y MUN BD ETF
INY
$255K 0.12%
10,950
+130
+1% +$3.03K
TECL icon
50
Direxion Daily Technology Bull 3x Shares
TECL
$3.43B
$254K 0.12%
87,990
– –
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