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
$694M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.4M
3
+$14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$9.99M
5
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$5.17M

Top Sells

1
+$22.9M
2
+$21.7M
3
+$20.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$15.8M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Sector Composition

1 Technology 5.37%
2 Consumer Discretionary 1.56%
3 Financials 0.81%
4 Healthcare 0.39%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.42%
23,654
+19,674
27
$2.54M 0.37%
10,577
+412
28
$2.38M 0.34%
13,623
29
$1.82M 0.26%
5,904
-32
30
$1.56M 0.23%
7,554
-50
31
$1.5M 0.22%
12,000
32
$1.48M 0.21%
42,035
-15,688
33
$1.44M 0.21%
46,993
-18,495
34
$1.4M 0.2%
28,234
35
$1.39M 0.2%
41,853
36
$1.15M 0.17%
76,242
-2,475
37
$1.1M 0.16%
12,440
-280
38
$1.09M 0.16%
8,137
39
$1.01M 0.15%
5,728
+1
40
$997K 0.14%
28,061
-577,241
41
$918K 0.13%
10,400
+700
42
$888K 0.13%
8,207
-85
43
$834K 0.12%
23,453
-15,151
44
$818K 0.12%
11,342
45
$793K 0.11%
6,018
+21
46
$782K 0.11%
9,484
-71,454
47
$606K 0.09%
5,986
+11
48
$586K 0.08%
2,223
49
$574K 0.08%
3,553
50
$563K 0.08%
3,068
-1,948
1
2
3 4 5