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
$248M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.72M
3
+$1.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.21M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.16M

Top Sells

1
+$670K
2
+$554K
3
+$552K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$465K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$373K

Sector Composition

1 Technology 4.28%
2 Industrials 2.23%
3 Financials 1.12%
4 Consumer Staples 0.48%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.06%
29,712
-6,251
27
$2.58M 1.04%
54,457
+8,252
28
$2.5M 1.01%
23,343
+3,116
29
$2.06M 0.83%
18,110
+6,115
30
$1.78M 0.72%
16,658
-1,369
31
$1.71M 0.69%
14,894
32
$1.37M 0.55%
26,631
-669
33
$1.11M 0.45%
7,690
34
$1.04M 0.42%
12,375
35
$910K 0.37%
68,563
36
– –
0
37
$702K 0.28%
32,340
-178
38
$654K 0.26%
7,501
39
$535K 0.22%
7,765
+3,322
40
$517K 0.21%
38,164
+3,350
41
$443K 0.18%
4,353
42
$414K 0.17%
7,414
+1,502
43
$376K 0.15%
42,272
-5,880
44
$363K 0.15%
8,628
+520
45
$351K 0.14%
2,892
-1,020
46
$343K 0.14%
35,216
47
$328K 0.13%
10,041
+2,653
48
$321K 0.13%
87,990
49
$318K 0.13%
7,413
-4,462
50
$316K 0.13%
6,672
+501
1
2
3