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
$583M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$7.25M
3
+$1.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.17M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.14M

Top Sells

1
+$13.3M
2
+$1.05M
3
+$619K
4
AAPL icon
Apple
AAPL
+$373K
5
LMT icon
Lockheed Martin
LMT
+$230K

Sector Composition

1 Technology 2.64%
2 Communication Services 0.63%
3 Financials 0.62%
4 Consumer Discretionary 0.42%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.25%
6,948
-46
27
$1.39M 0.24%
5,983
-399
28
$1.25M 0.22%
41,418
-353
29
$1.24M 0.21%
14,200
30
$1.17M 0.2%
11,012
31
$1.13M 0.19%
74,184
+48
32
$1.07M 0.18%
19,289
+575
33
$922K 0.16%
10,520
34
$871K 0.15%
9,521
-90
35
$799K 0.14%
15,727
-261,880
36
$769K 0.13%
5,915
+724
37
$735K 0.13%
28,588
-1,066
38
$710K 0.12%
8,363
39
$661K 0.11%
5,203
40
$646K 0.11%
4,102
-122
41
$624K 0.11%
29,208
-1,017
42
$497K 0.09%
2,115
-15
43
$485K 0.08%
8,623
+1,229
44
$478K 0.08%
8,300
45
$465K 0.08%
3,908
-26
46
$427K 0.07%
19,675
47
$424K 0.07%
1,554
+200
48
$418K 0.07%
3,006
+13
49
$397K 0.07%
4,797
+11
50
$392K 0.07%
1,548
1
2
3 4