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
$418M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.45M
3
+$1.18M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.12M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.1M

Top Sells

1
+$3.72M
2
+$1.19M
3
+$249K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$52.4K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$48.4K

Sector Composition

1 Technology 1.71%
2 Financials 0.96%
3 Communication Services 0.69%
4 Industrials 0.48%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.49%
80,358
-1,134
27
$1.76M 0.42%
43,791
-895
28
$1.39M 0.33%
6,673
-221
29
$1.24M 0.3%
42,468
-1,658
30
$1.16M 0.28%
13,340
+320
31
$1.13M 0.27%
6,994
32
$1.13M 0.27%
11,000
33
$1.08M 0.26%
7,758
+274
34
$1.05M 0.25%
88,458
-3,096
35
$879K 0.21%
14,420
+5,400
36
$842K 0.2%
19,292
-39
37
$831K 0.2%
16,475
-365
38
$822K 0.2%
41,940
+210
39
$785K 0.19%
3,641
+406
40
$779K 0.19%
8,354
-39
41
$692K 0.17%
+4,979
42
$642K 0.15%
10,520
-80
43
$638K 0.15%
26,400
44
$591K 0.14%
11,302
+502
45
$574K 0.14%
4,875
46
$564K 0.13%
19,741
47
$563K 0.13%
4,354
-129
48
$515K 0.12%
1,354
49
$351K 0.08%
7,869
+4,395
50
$351K 0.08%
7,038
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