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
$236M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$1.02M
3
+$831K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$763K
5
VFH icon
Vanguard Financials ETF
VFH
+$761K

Top Sells

1
+$9.83M
2
+$852K
3
+$286K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$269K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Sector Composition

1 Technology 4.83%
2 Industrials 2.25%
3 Financials 1.16%
4 Consumer Staples 0.39%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.91%
46,205
+16,422
27
$1.94M 0.82%
18,352
+7,882
28
$1.89M 0.8%
18,027
-303
29
$1.67M 0.71%
111,665
-260
30
$1.65M 0.7%
14,894
31
$1.4M 0.59%
27,300
32
$1.34M 0.57%
11,995
+200
33
$1.09M 0.46%
7,690
-35
34
$989K 0.42%
12,375
+1,000
35
$927K 0.39%
68,563
36
$673K 0.28%
32,518
-5,670
37
– –
0
38
$597K 0.25%
7,501
39
$512K 0.22%
11,875
-5,565
40
$472K 0.2%
34,814
+2,620
41
$444K 0.19%
48,152
-400
42
$427K 0.18%
4,353
43
$423K 0.18%
3,912
44
$347K 0.15%
87,990
45
$341K 0.14%
35,216
46
$330K 0.14%
8,108
-180
47
$323K 0.14%
5,844
-74
48
$320K 0.14%
5,912
+3
49
$298K 0.13%
6,171
+1
50
$278K 0.12%
4,443
+3
1
2
3