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
$624M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.5M
3
+$12.6M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.3M

Top Sells

1
+$25.1M
2
+$23.1M
3
+$15.6M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$13.2M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$11.3M

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 2.95%
3 Financials 0.86%
4 Communication Services 0.57%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.41%
13,480
+191
27
$2.31M 0.37%
13,623
28
$1.62M 0.26%
7,604
29
$1.62M 0.26%
5,936
30
$1.42M 0.23%
12,000
31
$1.41M 0.23%
28,234
32
$1.37M 0.22%
12,500
33
$1.3M 0.21%
41,857
+1
34
$1.13M 0.18%
23,509
+928
35
$1.03M 0.17%
9,480
36
$1.02M 0.16%
5,726
+3
37
$1M 0.16%
67,338
38
$916K 0.15%
8,135
+2
39
$843K 0.14%
8,292
+232
40
$818K 0.13%
+200
41
$796K 0.13%
11,342
42
$795K 0.13%
6,251
-74
43
$624K 0.1%
5,976
+24
44
$606K 0.1%
25,383
-81
45
$589K 0.09%
5,964
+103
46
$549K 0.09%
2,223
47
$544K 0.09%
3,553
48
$521K 0.08%
12,347
49
$514K 0.08%
+14,956
50
$505K 0.08%
3,515
+2
1
2
3 4 5