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
$407M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$7.87M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.35M

Top Sells

1
+$12.7M
2
+$7.47M
3
+$3.24M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.03M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.96M

Sector Composition

1 Technology 1.59%
2 Financials 1.05%
3 Industrials 0.43%
4 Communication Services 0.33%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.54%
13,084
-50
27
$1.99M 0.49%
13,326
-186
28
$1.99M 0.49%
48,435
-6,774
29
$1.85M 0.45%
110,154
-65,828
30
$1.62M 0.4%
+65,292
31
$1.6M 0.39%
90,810
-16,773
32
$1.48M 0.36%
6,906
-210
33
$1.38M 0.34%
46,918
34
$1.19M 0.29%
12,150
-252
35
$1.14M 0.28%
6,994
36
$733K 0.18%
6,410
37
$705K 0.17%
28,000
38
$677K 0.17%
8,390
39
$655K 0.16%
3,235
-195
40
$644K 0.16%
+14,967
41
$635K 0.16%
11,693
42
$561K 0.14%
5,600
+260
43
$537K 0.13%
6,001
-60
44
$521K 0.13%
+10,395
45
$517K 0.13%
20,403
-662
46
$502K 0.12%
3,631
47
$403K 0.1%
6,689
48
– –
0
49
$380K 0.09%
19,100
50
$366K 0.09%
7,038
1
2
3 4