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
$349M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$11.8M
3
+$11.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$7.15M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$6.73M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$10.4M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$8.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.05M

Sector Composition

1 Technology 1.4%
2 Financials 1.21%
3 Industrials 0.4%
4 Communication Services 0.35%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.57%
13,134
-745
27
$1.85M 0.53%
13,642
-1,311
28
$1.72M 0.49%
105,483
+76,005
29
$1.4M 0.4%
46,760
-583
30
$1.33M 0.38%
6,686
-448
31
$1.13M 0.32%
12,422
-63
32
$940K 0.27%
6,994
-60
33
$641K 0.18%
8,495
-27,499
34
$605K 0.17%
3,535
-6,745
35
$576K 0.17%
6,306
+269
36
$564K 0.16%
20,940
-1,829
37
$533K 0.15%
28,000
38
$483K 0.14%
11,693
+300
39
$452K 0.13%
23,100
-1,222
40
$437K 0.13%
3,406
+142
41
$433K 0.12%
6,949
+2
42
$422K 0.12%
4,245
43
$408K 0.12%
6,061
+2,000
44
– –
0
45
$378K 0.11%
5,220
+120
46
$364K 0.1%
2,275
-735
47
$363K 0.1%
3,298
-774
48
$357K 0.1%
33,984
-554,958
49
$356K 0.1%
6,792
-156
50
$344K 0.1%
3,155
-750
1
2
3 4