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
$826M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.79M
3
+$2.72M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.35M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.04M

Top Sells

1
+$12.3M
2
+$1.4M
3
+$1.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$879K
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$457K

Sector Composition

1 Technology 6.97%
2 Consumer Discretionary 2.08%
3 Financials 0.83%
4 Communication Services 0.5%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.43%
10,506
+168
27
$3M 0.36%
20,068
-189
28
$2.46M 0.3%
13,128
-69
29
$2.17M 0.26%
6,362
+258
30
$1.6M 0.19%
13,218
+198
31
$1.59M 0.19%
15,019
+6,013
32
$1.53M 0.19%
7,472
-81
33
$1.47M 0.18%
12,000
34
$1.43M 0.17%
42,821
-1,636
35
$1.42M 0.17%
28,234
36
$1.37M 0.17%
78,453
+1,773
37
$1.26M 0.15%
10,553
-67
38
$1.21M 0.15%
42,213
+706
39
$1.14M 0.14%
7,830
-471
40
$1.12M 0.14%
28,772
-11,721
41
$1.03M 0.13%
25,704
-1,307
42
$1.01M 0.12%
6,159
+23
43
$966K 0.12%
5,834
+123
44
$913K 0.11%
22,916
-501
45
$877K 0.11%
10,497
+1,014
46
$755K 0.09%
17,840
+2,820
47
$710K 0.09%
2,509
+178
48
$679K 0.08%
2,276
+53
49
$644K 0.08%
8,670
-2,672
50
$636K 0.08%
+20,458
1
2
3 4 5