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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.88M 0.84%
33,225
+1,581
27
$4.72M 0.51%
24,509
-362
28
$4.26M 0.46%
11,335
+292
29
$3.57M 0.38%
72,161
-13,058
30
$3.14M 0.34%
8,800
+1,500
31
$2.93M 0.31%
18,596
-1,007
32
$2.76M 0.3%
13,746
+130
33
$2.53M 0.27%
71,931
+4,774
34
$1.96M 0.21%
48,615
-672,748
35
$1.95M 0.21%
17,454
+2,435
36
$1.84M 0.2%
7,472
37
$1.5M 0.16%
12,000
38
$1.48M 0.16%
10,486
-209
39
$1.46M 0.16%
77,850
-393
40
$1.44M 0.15%
28,284
41
$1.43M 0.15%
8,428
-307
42
$1.4M 0.15%
41,632
+254
43
$1.21M 0.13%
8,654
-136
44
$1.16M 0.12%
7,389
-248
45
$1.08M 0.12%
6,178
-100
46
$1.01M 0.11%
20,300
+1,070
47
$922K 0.1%
10,429
-248
48
$849K 0.09%
1,778
+139
49
$774K 0.08%
2,491
-2
50
$748K 0.08%
17,590
-2,723
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