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
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 0.5%
24,873
+129
27
$5.1M 0.46%
11,842
+37
28
$4.02M 0.36%
8,735
-5
29
$3.22M 0.29%
17,997
-200
30
$3.03M 0.27%
13,696
-28
31
$2.25M 0.2%
45,134
-7,861
32
$2.24M 0.2%
18,430
-727
33
$2.18M 0.2%
17,033
+79
34
$2.17M 0.19%
57,094
-2,441
35
$1.78M 0.16%
42,882
-2,844
36
$1.76M 0.16%
8,365
+111
37
$1.74M 0.16%
77,139
38
$1.74M 0.16%
7,078
+50
39
$1.7M 0.15%
12,000
40
$1.66M 0.15%
9,935
-230
41
$1.45M 0.13%
28,284
42
$1.36M 0.12%
8,210
+262
43
$1.27M 0.11%
35,270
+15,690
44
$1.23M 0.11%
26,377
+6,221
45
$1.15M 0.1%
29,026
-12,744
46
$1.1M 0.1%
6,770
-355
47
$1.06M 0.1%
38,415
-132
48
$1.03M 0.09%
29,603
+10,645
49
$1.02M 0.09%
10,430
50
$1.01M 0.09%
1,141
-2
1
2
3 4 5