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
$409M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.07M
3
+$2.99M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M

Top Sells

1
+$13.1M
2
+$8.66M
3
+$7.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.15M
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.29M

Sector Composition

1 Technology 1.37%
2 Financials 1%
3 Communication Services 0.46%
4 Industrials 0.45%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.5%
81,492
+7,968
27
$1.9M 0.46%
44,686
+334
28
$1.47M 0.36%
6,894
+40
29
$1.28M 0.31%
44,126
30
$1.23M 0.3%
13,020
+220
31
$1.18M 0.29%
6,994
32
$1.11M 0.27%
11,000
33
$1.07M 0.26%
91,554
-1,236
34
$1M 0.25%
7,484
+400
35
$849K 0.21%
16,840
-141,762
36
$846K 0.21%
41,730
+3,540
37
$838K 0.2%
19,331
+1,360
38
$734K 0.18%
8,393
-1
39
$682K 0.17%
3,235
40
$634K 0.15%
26,400
-1,600
41
$624K 0.15%
4,483
42
$574K 0.14%
10,600
+500
43
$555K 0.14%
10,800
44
$545K 0.13%
4,875
45
$500K 0.12%
19,741
-132
46
$493K 0.12%
1,354
+60
47
$487K 0.12%
9,020
48
$425K 0.1%
1,119
+78
49
$359K 0.09%
7,038
50
$347K 0.08%
5,450
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