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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 0.53%
24,744
-222
27
$5.28M 0.5%
11,805
+391
28
$3.56M 0.34%
8,740
29
$2.99M 0.28%
18,197
-21
30
$2.78M 0.26%
13,724
+1
31
$2.62M 0.25%
52,995
-3,679
32
$2.37M 0.22%
19,157
-1,593
33
$2.19M 0.21%
59,535
-12,025
34
$2.01M 0.19%
16,954
35
$1.86M 0.18%
10,165
-228
36
$1.82M 0.17%
45,726
-889
37
$1.67M 0.16%
8,254
-110
38
$1.66M 0.16%
41,770
+240
39
$1.65M 0.16%
77,139
-675
40
$1.59M 0.15%
7,028
-368
41
$1.53M 0.15%
12,000
42
$1.45M 0.14%
7,948
-220
43
$1.42M 0.13%
28,284
44
$1.04M 0.1%
7,125
-197
45
$1.03M 0.1%
1,143
-55
46
$1M 0.1%
38,547
47
$968K 0.09%
6,104
+9
48
$967K 0.09%
1,768
+29
49
$954K 0.09%
2,552
+61
50
$899K 0.09%
20,156
+3,653
1
2
3 4 5