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
$241M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$870K
3
+$785K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$580K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$205K

Top Sells

1
+$7.5M
2
+$7.21M
3
+$2.77M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.58M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M

Sector Composition

1 Technology 5.2%
2 Industrials 2.19%
3 Financials 1.38%
4 Consumer Staples 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.78%
13,990
+65
27
$1.87M 0.78%
16,230
-119
28
– –
0
29
$1.15M 0.48%
7,055
-580
30
$1.1M 0.46%
49,930
-6,610
31
$1.06M 0.44%
12,450
+75
32
$1.01M 0.42%
20,642
-4,244
33
$785K 0.33%
+15,620
34
$767K 0.32%
7,400
-102
35
$710K 0.29%
5,845
-2,247
36
$703K 0.29%
6,500
-18,415
37
$622K 0.26%
30,330
-182
38
$465K 0.19%
25,445
-1,700
39
$458K 0.19%
6,769
+2
40
$388K 0.16%
4,245
41
$386K 0.16%
8,636
+8
42
$383K 0.16%
7,167
-167
43
$368K 0.15%
6,674
+1
44
$358K 0.15%
5,762
-282
45
$345K 0.14%
2,992
+300
46
$306K 0.13%
11,360
47
$301K 0.13%
28,000
48
$287K 0.12%
8,926
+203
49
$283K 0.12%
6,418
50
$244K 0.1%
100
1
2
3