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
$684M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$23M
3
+$15.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.9M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$8.79M

Top Sells

1
+$12.6M
2
+$5.8M
3
+$5.06M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.13M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$428K

Sector Composition

1 Technology 5.64%
2 Consumer Discretionary 3%
3 Financials 2.95%
4 Communication Services 0.44%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.4%
21,416
-192
27
$2.42M 0.35%
13,478
-2
28
$2.37M 0.35%
10,165
-362
29
$2.25M 0.33%
13,623
30
$1.92M 0.28%
57,723
+42,767
31
$1.9M 0.28%
65,488
+56,189
32
$1.58M 0.23%
5,936
33
$1.48M 0.22%
7,604
34
$1.36M 0.2%
28,234
35
$1.34M 0.2%
12,000
36
$1.29M 0.19%
+38,604
37
$1.26M 0.18%
41,853
-4
38
$1.22M 0.18%
12,720
+220
39
$1.11M 0.16%
78,717
+11,379
40
$936K 0.14%
5,727
+1
41
$928K 0.14%
9,700
+220
42
$857K 0.13%
5,016
+2,333
43
$850K 0.12%
8,137
+2
44
$787K 0.12%
8,292
45
$750K 0.11%
11,342
46
$661K 0.1%
+20,113
47
$642K 0.09%
5,997
+21
48
$556K 0.08%
25,116
-267
49
$513K 0.08%
2,223
50
$496K 0.07%
5,975
+11
1
2
3 4