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
$319M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$978K
3
+$824K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$671K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$599K

Top Sells

1
+$10.1M
2
+$774K
3
+$385K
4
AAPL icon
Apple
AAPL
+$337K
5
PNI
PIMCO New York Municipal Income Fund II
PNI
+$273K

Sector Composition

1 Technology 3.92%
2 Industrials 1.26%
3 Financials 1.14%
4 Consumer Staples 0.37%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.7%
20,975
-110
27
$2.06M 0.64%
13,879
+289
28
$1.93M 0.6%
14,862
-154
29
$1.87M 0.58%
65,402
+450
30
$1.67M 0.52%
10,970
+540
31
$1.31M 0.41%
78,310
32
$1.31M 0.41%
40,460
+1,270
33
$1.3M 0.41%
7,114
+9
34
$1.21M 0.38%
47,857
-2,575
35
$1.14M 0.36%
12,450
-5
36
$1M 0.31%
19,418
+10
37
$871K 0.27%
42,364
+242
38
$818K 0.26%
7,052
+82
39
$637K 0.2%
21,536
-501
40
– –
0
41
$480K 0.15%
4,323
+78
42
$459K 0.14%
6,168
+127
43
$457K 0.14%
24,265
44
$450K 0.14%
28,000
45
$444K 0.14%
4,005
-100
46
$441K 0.14%
3,389
+101
47
$440K 0.14%
6,944
-79
48
$434K 0.14%
11,360
49
$401K 0.13%
7,275
+271
50
$384K 0.12%
7,788
+464
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