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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 0.48%
229,093
-161,057
27
$5.22M 0.46%
12,373
+531
28
$5.08M 0.44%
135,597
-336,240
29
$3.97M 0.35%
8,751
+16
30
$3.03M 0.27%
17,305
-692
31
$2.95M 0.26%
13,359
-337
32
$2.42M 0.21%
18,047
-383
33
$2.22M 0.19%
17,367
+334
34
$2.05M 0.18%
10,750
+815
35
$2.02M 0.18%
8,422
+57
36
$1.81M 0.16%
36,574
-8,560
37
$1.78M 0.16%
76,718
-421
38
$1.74M 0.15%
9,209
+999
39
$1.71M 0.15%
7,486
+408
40
$1.64M 0.14%
41,542
-1,340
41
$1.59M 0.14%
12,000
42
$1.42M 0.12%
28,284
43
$1.24M 0.11%
28,136
-890
44
$1.23M 0.11%
3,057
+89
45
$1.09M 0.1%
2,657
+105
46
$1.06M 0.09%
38,415
47
$1.04M 0.09%
7,165
+395
48
$929K 0.08%
10,434
+4
49
$855K 0.07%
1,107
-34
50
$818K 0.07%
1,390
-337
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