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
$256M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$6.41M
3
+$4.58M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.51M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$3.31M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.97M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.96M

Sector Composition

1 Technology 4.87%
2 Industrials 2.06%
3 Financials 1.11%
4 Consumer Staples 0.42%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.1%
24,915
+6,805
27
$2.79M 1.09%
32,227
+2,515
28
$2.77M 1.08%
179,905
+14,250
29
$1.82M 0.71%
16,349
-309
30
$1.73M 0.68%
13,925
-969
31
$1.34M 0.53%
24,886
-1,745
32
$1.1M 0.43%
7,635
-55
33
$1.04M 0.41%
12,375
34
$974K 0.38%
8,092
-15,251
35
$885K 0.35%
56,540
-12,023
36
– –
0
37
$732K 0.29%
7,502
+1
38
$651K 0.25%
30,512
-1,828
39
$428K 0.17%
6,767
-998
40
$419K 0.16%
86,390
-1,600
41
$413K 0.16%
4,245
-108
42
$381K 0.15%
7,334
-80
43
$376K 0.15%
8,628
44
$348K 0.14%
6,044
45
$330K 0.13%
+27,145
46
$318K 0.12%
2,692
-200
47
$303K 0.12%
28,000
-14,272
48
$295K 0.12%
6,673
+1
49
$283K 0.11%
6,418
-995
50
$276K 0.11%
11,360
-600
1
2
3