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
$620M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.26M
3
+$849K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$813K
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$687K

Top Sells

1
+$1.07M
2
+$292K
3
+$231K
4
LUV icon
Southwest Airlines
LUV
+$204K
5
QCOM icon
Qualcomm
QCOM
+$201K

Sector Composition

1 Technology 2.79%
2 Financials 0.83%
3 Communication Services 0.77%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.27%
43,725
+2,307
27
$1.65M 0.27%
6,473
+490
28
$1.52M 0.25%
6,898
-50
29
$1.42M 0.23%
12,012
+1,000
30
$1.39M 0.22%
13,440
-760
31
$1.17M 0.19%
73,068
-1,116
32
$1.08M 0.18%
10,520
33
$972K 0.16%
9,611
+90
34
$953K 0.15%
10,370
+2,007
35
$942K 0.15%
6,188
+985
36
$834K 0.13%
14,338
+7,863
37
$798K 0.13%
15,727
38
$786K 0.13%
5,921
+6
39
$781K 0.13%
4,754
+652
40
$683K 0.11%
26,640
-1,948
41
$663K 0.11%
27,294
-1,914
42
$633K 0.1%
4,814
+906
43
$525K 0.08%
9,564
+941
44
$516K 0.08%
2,007
+459
45
$475K 0.08%
3,507
+501
46
$471K 0.08%
+5,863
47
$471K 0.08%
5,307
+510
48
$461K 0.07%
1,160
+181
49
$457K 0.07%
20,006
+331
50
$456K 0.07%
8,300
1
2
3 4