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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.4M 0.83%
115,683
-4,094
27
$5.2M 0.51%
24,966
+457
28
$4.8M 0.47%
11,414
+79
29
$3.68M 0.36%
8,740
-60
30
$3.09M 0.3%
18,218
-378
31
$2.89M 0.28%
13,723
-23
32
$2.81M 0.28%
56,674
-15,487
33
$2.59M 0.26%
71,560
-371
34
$2.05M 0.2%
16,954
-500
35
$1.87M 0.18%
20,750
+450
36
$1.87M 0.18%
46,615
-2,000
37
$1.82M 0.18%
7,396
-76
38
$1.68M 0.16%
8,364
-64
39
$1.61M 0.16%
77,814
-36
40
$1.58M 0.16%
10,393
-93
41
$1.57M 0.16%
12,000
42
$1.57M 0.16%
41,530
-102
43
$1.43M 0.14%
28,284
44
$1.23M 0.12%
8,168
-486
45
$1.21M 0.12%
6,095
-83
46
$1.16M 0.11%
7,322
-67
47
$1.05M 0.1%
38,547
+22,803
48
$932K 0.09%
1,198
+45
49
$914K 0.09%
1,739
-39
50
$902K 0.09%
10,429
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