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
$744M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.4M
3
+$11.9M
4
VDE icon
Vanguard Energy ETF
VDE
+$10.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$10.5M

Top Sells

1
+$24M
2
+$22.7M
3
+$18M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$17.3M
5
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$17.2M

Sector Composition

1 Technology 5.92%
2 Financials 0.86%
3 Communication Services 0.67%
4 Consumer Discretionary 0.54%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 0.67%
61,323
-297,397
27
$3.7M 0.5%
11,003
+39
28
$3.63M 0.49%
22,332
-22
29
$3.22M 0.43%
13,324
-326
30
$3.05M 0.41%
13,715
-462
31
$2.09M 0.28%
12,540
+1,260
32
$1.92M 0.26%
7,604
+250
33
$1.92M 0.26%
43,052
-57
34
$1.88M 0.25%
6,298
+82
35
$1.81M 0.24%
12,540
-180
36
$1.55M 0.21%
12,012
37
$1.38M 0.19%
9,520
-1,000
38
$1.33M 0.18%
8,373
+1,041
39
$1.3M 0.17%
68,442
-150
40
$1.21M 0.16%
22,436
-868
41
$1.09M 0.15%
9,394
42
$1.09M 0.15%
6,269
+194
43
$1.01M 0.14%
5,930
+812
44
$949K 0.13%
11,733
-1,658
45
$904K 0.12%
8,060
-700
46
$701K 0.09%
13,896
+1,530
47
$694K 0.09%
25,752
-120
48
$677K 0.09%
5,927
+21
49
$662K 0.09%
2,063
+56
50
$608K 0.08%
2,267
+635
1
2
3 4