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
$745M
AUM Growth
+$928K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.5M
3
+$22.5M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$16.2M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$15.6M

Top Sells

1
+$34.3M
2
+$14.4M
3
+$12.6M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$11.9M
5
VIS icon
Vanguard Industrials ETF
VIS
+$11.4M

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 3.52%
3 Financials 0.94%
4 Communication Services 0.66%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.38%
13,623
-92
27
$2.1M 0.28%
5,936
-362
28
$2.08M 0.28%
7,604
29
$1.75M 0.23%
12,500
-40
30
$1.73M 0.23%
41,856
-1,196
31
$1.54M 0.21%
12,000
-12
32
$1.46M 0.2%
28,234
-87,287
33
$1.32M 0.18%
9,480
-40
34
$1.21M 0.16%
67,338
-1,104
35
$1.14M 0.15%
22,581
+145
36
$1.11M 0.15%
8,133
-240
37
$1.02M 0.14%
9,394
38
$1.01M 0.14%
5,723
-207
39
$1M 0.13%
6,325
+56
40
$905K 0.12%
8,060
41
$885K 0.12%
5,952
+25
42
$880K 0.12%
11,342
-391
43
$670K 0.09%
25,464
-288
44
$593K 0.08%
2,063
45
$576K 0.08%
3,553
-208
46
$570K 0.08%
2,684
-161,447
47
$553K 0.07%
12,347
-158,497
48
$551K 0.07%
5,861
-84
49
$550K 0.07%
2,223
-44
50
$537K 0.07%
3,513
+1
1
2
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