BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.3M
3
+$2.34M
4
VFH icon
Vanguard Financials ETF
VFH
+$803K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$787K

Top Sells

1
+$10.2M
2
+$7.4M
3
+$4.36M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$393K
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$225K

Sector Composition

1 Technology 1.45%
2 Financials 1.09%
3 Industrials 0.43%
4 Communication Services 0.34%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.63%
55,209
+268
27
$2.15M 0.58%
13,134
28
$1.9M 0.51%
13,512
-130
29
$1.77M 0.48%
107,583
+2,100
30
$1.33M 0.36%
7,116
+430
31
$1.32M 0.36%
46,918
+158
32
$1.15M 0.31%
12,402
-20
33
$991K 0.27%
6,994
34
$683K 0.18%
8,390
-105
35
$632K 0.17%
6,410
+104
36
$622K 0.17%
3,430
-105
37
$605K 0.16%
56,000
38
$521K 0.14%
11,693
39
$511K 0.14%
21,065
+125
40
$498K 0.13%
6,061
41
$454K 0.12%
5,340
+120
42
$452K 0.12%
2,324
+49
43
$441K 0.12%
3,631
+225
44
– –
0
45
$380K 0.1%
6,689
-260
46
$377K 0.1%
6,792
47
$374K 0.1%
19,100
-4,000
48
$365K 0.1%
7,038
+750
49
$344K 0.09%
3,298
50
$343K 0.09%
4,245
1
2
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