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
$475M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15.1M
3
+$12.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$8.39M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.9M

Top Sells

1
+$18.3M
2
+$15.4M
3
+$13.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.75M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.93M

Sector Composition

1 Technology 2.35%
2 Communication Services 0.66%
3 Financials 0.62%
4 Industrials 0.38%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.24%
6,390
-4
27
$1.02M 0.22%
83,022
-5,628
28
$1.01M 0.21%
14,240
+40
29
$1M 0.21%
42,321
+678
30
$1M 0.21%
11,012
31
$997K 0.21%
+17,825
32
$965K 0.2%
3,462
+25
33
$828K 0.17%
10,511
-232,909
34
$784K 0.17%
30,380
-50,334
35
$746K 0.16%
10,520
36
$671K 0.14%
8,545
+186
37
$602K 0.13%
4,283
+204
38
$549K 0.12%
5,254
+2,344
39
$525K 0.11%
30,441
-1,131
40
$489K 0.1%
4,910
-66
41
$473K 0.1%
5,033
+158
42
$454K 0.1%
19,880
+205
43
$369K 0.08%
8,300
44
$366K 0.08%
3,063
+420
45
$338K 0.07%
4,823
+1,063
46
$326K 0.07%
8,314
+1,345
47
$318K 0.07%
1,400
+88
48
$313K 0.07%
1,548
49
$304K 0.06%
5,522
+138
50
$296K 0.06%
5,314
-979
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