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
$352M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.76M
3
+$7.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.54M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M

Top Sells

1
+$10.4M
2
+$9.9M
3
+$4.54M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.77M
5
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$3.11M

Sector Composition

1 Technology 1.34%
2 Financials 1.1%
3 Industrials 0.5%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.98%
67,197
-3,980
27
$3.29M 0.93%
116,745
+111,620
28
$2.08M 0.59%
132,705
+41,895
29
$1.79M 0.51%
71,840
+6,548
30
$1.74M 0.49%
45,657
-2,778
31
$1.71M 0.49%
12,795
-289
32
$1.69M 0.48%
13,231
-95
33
$1.42M 0.4%
6,954
+48
34
$1.1M 0.31%
44,556
-2,362
35
$985K 0.28%
11,000
-1,150
36
$967K 0.27%
6,994
37
$932K 0.26%
93,660
+64,962
38
$927K 0.26%
12,340
+6,740
39
$720K 0.2%
7,084
+674
40
$644K 0.18%
17,710
+2,743
41
$626K 0.18%
8,392
+2
42
$595K 0.17%
4,612
+981
43
$540K 0.15%
3,235
44
$476K 0.14%
4,875
+1,750
45
$470K 0.13%
28,000
46
$456K 0.13%
9,100
-1,295
47
$433K 0.12%
20,072
-331
48
$419K 0.12%
1,298
+509
49
– –
0
50
$359K 0.1%
9,892
+3,678
1
2
3 4