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
$629M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$6.97M
3
+$2.28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Top Sells

1
+$37.6M
2
+$21.2M
3
+$1.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$798K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$319K

Sector Composition

1 Technology 4.18%
2 Financials 0.86%
3 Communication Services 0.75%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.25%
12,720
-720
27
$1.52M 0.24%
6,897
-1
28
$1.47M 0.23%
12,012
29
$1.28M 0.2%
10,520
30
$1.26M 0.2%
+23,093
31
$1.22M 0.19%
16,589
-511,056
32
$1.21M 0.19%
69,894
-3,174
33
$956K 0.15%
9,394
-976
34
$954K 0.15%
6,137
-51
35
$918K 0.15%
8,760
-851
36
$893K 0.14%
6,050
+129
37
$771K 0.12%
4,678
-76
38
$676K 0.11%
26,388
-252
39
$665K 0.11%
26,400
-894
40
$653K 0.1%
4,747
-67
41
$576K 0.09%
2,007
42
$565K 0.09%
5,887
+24
43
$554K 0.09%
5,592
+285
44
$503K 0.08%
8,300
45
$499K 0.08%
1,160
46
$490K 0.08%
8,742
-5,596
47
$475K 0.08%
3,517
+10
48
$416K 0.07%
8,722
+462
49
$411K 0.07%
15,744
-879
50
$388K 0.06%
1,767
-16
1
2
3 4