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
$757M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$3.01M
3
+$1.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M

Top Sells

1
+$22.3M
2
+$630K
3
+$475K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$370K
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$319K

Sector Composition

1 Technology 6.26%
2 Consumer Discretionary 1.8%
3 Financials 0.81%
4 Communication Services 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.51%
25,360
+1,706
27
$2.98M 0.39%
10,338
-239
28
$2.93M 0.39%
20,257
-1,123
29
$2.35M 0.31%
13,197
-426
30
$1.88M 0.25%
6,104
+200
31
$1.52M 0.2%
7,553
-1
32
$1.49M 0.2%
40,493
-1,542
33
$1.48M 0.2%
12,000
34
$1.43M 0.19%
28,234
35
$1.43M 0.19%
44,457
-2,536
36
$1.35M 0.18%
13,020
+580
37
$1.24M 0.16%
76,680
+438
38
$1.19M 0.16%
41,507
-346
39
$1.1M 0.15%
10,620
+220
40
$1.08M 0.14%
8,301
+164
41
$1.01M 0.13%
27,011
-1,050
42
$950K 0.13%
9,006
+799
43
$947K 0.13%
6,136
+118
44
$885K 0.12%
5,711
-17
45
$875K 0.12%
23,417
-36
46
$825K 0.11%
11,342
47
$787K 0.1%
9,483
-1
48
$621K 0.08%
2,223
49
$618K 0.08%
3,878
+325
50
$582K 0.08%
5,993
+7
1
2
3 4 5