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
$516M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.68M
3
+$1.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.09M

Top Sells

1
+$12.4M
2
+$554K
3
+$337K
4
DIS icon
Walt Disney
DIS
+$251K
5
INTC icon
Intel
INTC
+$217K

Sector Composition

1 Technology 2.67%
2 Communication Services 0.63%
3 Financials 0.61%
4 Consumer Discretionary 0.44%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.38%
12,380
+40
27
$1.38M 0.27%
6,994
28
$1.36M 0.26%
6,382
-8
29
$1.05M 0.2%
18,714
+889
30
$1.04M 0.2%
14,200
-40
31
$1.02M 0.2%
11,012
32
$1.01M 0.19%
41,771
-550
33
$996K 0.19%
74,136
-8,886
34
$778K 0.15%
9,611
-900
35
$771K 0.15%
10,520
36
$764K 0.15%
29,654
-726
37
$660K 0.13%
8,363
-182
38
$629K 0.12%
4,224
-59
39
$606K 0.12%
5,191
-63
40
$557K 0.11%
30,225
-216
41
$501K 0.1%
5,203
+170
42
$424K 0.08%
19,675
-205
43
$416K 0.08%
2,993
-70
44
$412K 0.08%
7,394
+2,080
45
$411K 0.08%
3,934
-976
46
$397K 0.08%
6,668
+1,146
47
$386K 0.07%
8,300
48
$359K 0.07%
4,786
-37
49
$355K 0.07%
1,354
-46
50
$352K 0.07%
1,548
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