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
$231M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.83M
3
+$7M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.2M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$5.89M

Top Sells

1
+$13.4M
2
+$6.59M
3
+$5.07M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.77M
5
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$3.75M

Sector Composition

1 Technology 4.63%
2 Industrials 2.24%
3 Financials 1.18%
4 Consumer Staples 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.83%
18,330
-2,161
27
$1.7M 0.73%
+111,925
28
$1.68M 0.72%
14,894
-810
29
$1.53M 0.66%
14,160
+3,380
30
$1.44M 0.62%
29,783
+5,777
31
$1.33M 0.57%
+27,300
32
$1.31M 0.56%
11,795
+9,770
33
$1.15M 0.5%
68,563
-1,974
34
$1.09M 0.47%
+10,470
35
$1.02M 0.44%
7,725
-118
36
$837K 0.36%
11,375
+115
37
$757K 0.33%
38,188
+4,404
38
$757K 0.33%
17,440
-20,957
39
$587K 0.25%
7,501
+61
40
$476K 0.21%
48,552
-23,120
41
$444K 0.19%
32,194
-1,132
42
$402K 0.17%
3,912
+69
43
$383K 0.17%
4,353
-118
44
$382K 0.17%
35,216
+14,363
45
$349K 0.15%
+4,550
46
$335K 0.14%
6,170
+208
47
$332K 0.14%
8,288
-1,460
48
$328K 0.14%
5,918
+1
49
$321K 0.14%
87,990
50
$273K 0.12%
5,909
+5
1
2
3 4