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
$346M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.1M
3
+$1.56M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.47M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.23M

Top Sells

1
+$9.41M
2
+$497K
3
+$467K
4
GE icon
GE Aerospace
GE
+$144K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$114K

Sector Composition

1 Financials 1.29%
2 Technology 1.26%
3 Industrials 0.93%
4 Communication Services 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.64%
21,130
+155
27
$2.12M 0.61%
13,879
28
$2.09M 0.6%
75,142
+9,740
29
$2.05M 0.59%
14,953
+91
30
$2.03M 0.59%
24,232
-1,722
31
$1.69M 0.49%
10,280
-690
32
$1.43M 0.41%
41,865
+1,405
33
$1.41M 0.41%
7,134
+20
34
$1.4M 0.4%
47,343
-514
35
$1.33M 0.39%
78,310
36
$1.18M 0.34%
12,485
+35
37
$1.06M 0.31%
20,553
+1,135
38
$946K 0.27%
7,054
+2
39
$851K 0.25%
40,908
-1,456
40
$669K 0.19%
22,769
+1,233
41
$531K 0.15%
+3,010
42
– –
0
43
$516K 0.15%
6,037
-131
44
$513K 0.15%
28,000
45
$505K 0.15%
11,393
+33
46
$503K 0.15%
29,478
+6,243
47
$496K 0.14%
6,947
+3
48
$490K 0.14%
24,322
+57
49
$456K 0.13%
3,264
-125
50
$448K 0.13%
4,245
-78
1
2
3