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
$720M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.2M
3
+$10.2M
4
VIS icon
Vanguard Industrials ETF
VIS
+$9.87M
5
VAW icon
Vanguard Materials ETF
VAW
+$9.55M

Top Sells

1
+$337K
2
+$283K
3
+$256K
4
AXP icon
American Express
AXP
+$247K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$247K

Sector Composition

1 Technology 3.87%
2 Financials 0.76%
3 Communication Services 0.69%
4 Consumer Discretionary 0.44%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.47%
22,354
-148
27
$3.1M 0.43%
14,177
+25
28
$3.09M 0.43%
10,964
+1,082
29
$3.03M 0.42%
13,650
-62
30
$1.85M 0.26%
11,280
+280
31
$1.83M 0.25%
43,109
-15
32
$1.7M 0.24%
6,216
33
$1.7M 0.24%
12,720
34
$1.44M 0.2%
7,354
+457
35
$1.41M 0.2%
12,012
36
$1.41M 0.2%
10,520
37
$1.26M 0.18%
23,304
+211
38
$1.2M 0.17%
7,332
+1,195
39
$1.19M 0.17%
68,592
-1,302
40
$984K 0.14%
13,391
-3,198
41
$956K 0.13%
9,394
42
$907K 0.13%
6,075
+25
43
$905K 0.13%
8,760
44
$827K 0.11%
5,118
+440
45
$667K 0.09%
26,058
-330
46
$640K 0.09%
25,872
-528
47
$636K 0.09%
4,699
-48
48
$627K 0.09%
+12,366
49
$582K 0.08%
5,906
+19
50
$582K 0.08%
2,007
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2
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