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
$377M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.4M
3
+$13.5M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.6M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$6.77M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$7.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.69M

Sector Composition

1 Technology 1.98%
2 Financials 0.75%
3 Communication Services 0.65%
4 Industrials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.35%
45,360
-1,284
27
$1.24M 0.33%
7,860
-215
28
$1.17M 0.31%
6,394
-35
29
$1.15M 0.31%
11,820
-1,300
30
$986K 0.26%
6,994
31
$905K 0.24%
88,650
+402
32
$884K 0.23%
41,643
-825
33
$879K 0.23%
11,012
+12
34
$826K 0.22%
14,200
-980
35
$728K 0.19%
3,437
-204
36
$611K 0.16%
10,520
37
$584K 0.16%
8,359
+6
38
$535K 0.14%
4,079
-174
39
$473K 0.13%
31,572
-1,602
40
$443K 0.12%
4,976
-966
41
$439K 0.12%
4,875
-43
42
$433K 0.12%
19,675
-241
43
$391K 0.1%
9,662
-170,292
44
$344K 0.09%
6,293
+1,074
45
$296K 0.08%
8,300
-250
46
$291K 0.08%
2,643
-185
47
$289K 0.08%
7,038
48
$289K 0.08%
5,384
-88
49
$274K 0.07%
3,760
50
$269K 0.07%
6,969
1
2
3 4