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
$288M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$4.48M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$4M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.63M

Top Sells

1
+$7.07M
2
+$3.44M
3
+$2.22M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M

Sector Composition

1 Technology 4.18%
2 Industrials 1.71%
3 Financials 1.19%
4 Consumer Staples 0.42%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.93%
32,238
+1,872
27
$2.22M 0.77%
+21,040
28
$1.91M 0.66%
15,726
-504
29
$1.88M 0.65%
13,655
-335
30
$1.79M 0.62%
63,392
-19,584
31
$1.19M 0.41%
50,432
+502
32
$1.17M 0.41%
+78,310
33
$1.17M 0.41%
7,005
-50
34
$1.11M 0.39%
12,615
+165
35
$948K 0.33%
18,718
+3,098
36
$901K 0.31%
6,640
+795
37
$869K 0.3%
42,612
+12,282
38
$782K 0.27%
+27,364
39
$752K 0.26%
7,100
-300
40
$501K 0.17%
7,021
+252
41
$479K 0.17%
4,245
42
$458K 0.16%
4,205
-2,295
43
$424K 0.15%
23,843
-1,602
44
– –
0
45
$394K 0.14%
3,167
+175
46
$390K 0.14%
7,003
+329
47
$385K 0.13%
5,840
+78
48
$375K 0.13%
28,000
49
$359K 0.12%
11,360
50
$358K 0.12%
7,644
-992
1
2
3