BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
This Quarter Return
+12.46%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$400M
AUM Growth
+$400M
Cap. Flow
+$9.3M
Cap. Flow %
2.33%
Top 10 Hldgs %
68.52%
Holding
78
New
11
Increased
19
Reduced
24
Closed
7

Top Buys

1
HDV icon
iShares Core High Dividend ETF
HDV
$25.4M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$7.52M
3
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
$2.27M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$1.51M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
$1.24M

Top Sells

1
IBUY icon
Amplify Online Retail ETF
IBUY
$8.26M
2
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
$6.71M
3
XBI icon
SPDR S&P Biotech ETF
XBI
$5.93M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.35M
5
SBIO icon
ALPS Medical Breakthroughs ETF
SBIO
$3.29M

Sector Composition

1 Technology 1.32%
2 Financials 0.96%
3 Communication Services 0.53%
4 Industrials 0.53%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$66.6B
$2.03M 0.51%
13,245
+450
+4% +$68.9K
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$524B
$1.98M 0.5%
13,692
+461
+3% +$66.7K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
$1.89M 0.47%
44,352
-1,305
-3% -$55.5K
SCHO icon
29
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$1.85M 0.46%
73,524
+1,684
+2% +$42.3K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.38M 0.34%
6,854
-100
-1% -$20.1K
BAC icon
31
Bank of America
BAC
$371B
$1.22M 0.3%
44,126
-430
-1% -$11.9K
UNP icon
32
Union Pacific
UNP
$132B
$1.17M 0.29%
6,994
– –
AMZN icon
33
Amazon
AMZN
$2.41T
$1.14M 0.28%
12,800
+460
+4% +$41K
SDY icon
34
SPDR S&P Dividend ETF
SDY
$20.4B
$1.09M 0.27%
11,000
– –
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$58.8B
$1.05M 0.26%
92,790
-870
-0.9% -$9.81K
MSFT icon
36
Microsoft
MSFT
$3.76T
$836K 0.21%
7,084
– –
RSPH icon
37
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$706M
$754K 0.19%
+38,190
New +$754K
VNQ icon
38
Vanguard Real Estate ETF
VNQ
$34.1B
$730K 0.18%
8,394
+2
+0% +$174
RSPF icon
39
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$323M
$724K 0.18%
17,971
+261
+1% +$10.5K
VGT icon
40
Vanguard Information Technology ETF
VGT
$99.1B
$649K 0.16%
3,235
– –
QLD icon
41
ProShares Ultra QQQ
QLD
$8.89B
$630K 0.16%
28,000
– –
JNJ icon
42
Johnson & Johnson
JNJ
$429B
$627K 0.16%
4,483
-129
-3% -$18K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$2.79T
$594K 0.15%
+10,100
New +$594K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$2.79T
$529K 0.13%
+9,020
New +$529K
SPXL icon
45
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.41B
$505K 0.13%
10,800
– –
BA icon
46
Boeing
BA
$176B
$494K 0.12%
1,294
-4
-0.3% -$1.53K
JPM icon
47
JPMorgan Chase
JPM
$824B
$493K 0.12%
4,875
– –
T icon
48
AT&T
T
$208B
$471K 0.12%
19,873
-199
-1% -$4.72K
MJ icon
49
Amplify Alternative Harvest ETF
MJ
$178M
$454K 0.11%
+1,041
New +$454K
GE icon
50
GE Aerospace
GE
$293B
$442K 0.11%
8,870
-1,022
-10% -$50.9K
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