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
$400M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$7.52M
3
+$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
+$8.26M
2
+$6.71M
3
+$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 Change
in Stake 		Capital Flow
26
$2.03M 0.51%
13,245
+450
27
$1.98M 0.5%
13,692
+461
28
$1.89M 0.47%
44,352
-1,305
29
$1.84M 0.46%
73,524
+1,684
30
$1.38M 0.34%
6,854
-100
31
$1.22M 0.3%
44,126
-430
32
$1.17M 0.29%
6,994
33
$1.14M 0.28%
12,800
+460
34
$1.09M 0.27%
11,000
35
$1.05M 0.26%
92,790
-870
36
$836K 0.21%
7,084
37
$754K 0.19%
+38,190
38
$730K 0.18%
8,394
+2
39
$724K 0.18%
17,971
+261
40
$649K 0.16%
3,235
41
$630K 0.16%
28,000
42
$627K 0.16%
4,483
-129
43
$594K 0.15%
+10,100
44
$529K 0.13%
+9,020
45
$505K 0.13%
10,800
46
$494K 0.12%
1,294
-4
47
$493K 0.12%
4,875
48
$471K 0.12%
19,873
-199
49
$454K 0.11%
+1,041
50
$442K 0.11%
8,870
-1,022
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