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
$816M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.38M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.22M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.12M

Top Sells

1
+$6.18M
2
+$2.69M
3
+$1.91M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.5M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$677K

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 2.01%
3 Financials 0.95%
4 Communication Services 0.47%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.43%
11,043
+537
27
$2.78M 0.34%
19,603
-465
28
$2.56M 0.31%
7,300
+938
29
$2.41M 0.3%
13,616
+488
30
$2.22M 0.27%
67,157
+24,336
31
$1.55M 0.19%
15,019
32
$1.52M 0.19%
7,472
33
$1.41M 0.17%
10,695
-2,523
34
$1.38M 0.17%
12,000
35
$1.36M 0.17%
28,284
+50
36
$1.32M 0.16%
78,243
-210
37
$1.29M 0.16%
+25,384
38
$1.27M 0.16%
8,735
+905
39
$1.19M 0.15%
7,637
+1,803
40
$1.15M 0.14%
8,790
-1,763
41
$1.13M 0.14%
41,378
-835
42
$1.02M 0.13%
26,749
-2,023
43
$982K 0.12%
6,278
+119
44
$859K 0.11%
22,027
-889
45
$837K 0.1%
19,230
+1,390
46
$808K 0.1%
10,677
+180
47
$789K 0.1%
20,313
-5,391
48
$729K 0.09%
6,200
+1,742
49
$705K 0.09%
1,639
+344
50
$682K 0.08%
1,352
+344
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