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
$438M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.1M
3
+$9.91M
4
VFH icon
Vanguard Financials ETF
VFH
+$3.84M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.09M

Top Sells

1
+$17.8M
2
+$13.5M
3
+$7.43M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.66M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.57M

Sector Composition

1 Technology 2.03%
2 Financials 1.04%
3 Communication Services 0.78%
4 Industrials 0.45%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.44%
43,345
-446
27
$1.5M 0.34%
42,468
28
$1.46M 0.33%
6,429
-244
29
$1.43M 0.33%
46,644
-440,788
30
$1.27M 0.29%
8,075
+317
31
$1.26M 0.29%
6,994
32
$1.21M 0.28%
13,120
-220
33
$1.18M 0.27%
11,000
34
$1.13M 0.26%
88,248
-210
35
$1.01M 0.23%
15,180
+760
36
$914K 0.21%
9,658
-57,161
37
$891K 0.2%
3,641
38
$833K 0.19%
16,520
+45
39
$804K 0.18%
26,400
40
$775K 0.18%
8,353
-1
41
$747K 0.17%
11,302
42
$712K 0.16%
5,942
+3,971
43
$705K 0.16%
10,520
44
$686K 0.16%
4,918
+43
45
$640K 0.15%
33,174
-116,289
46
$620K 0.14%
4,253
-101
47
$588K 0.13%
19,916
+175
48
$441K 0.1%
1,354
49
$388K 0.09%
19,177
+77
50
$382K 0.09%
3,750
1
2
3 4