BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 0.45%
13,271
+898
27
$4.97M 0.45%
24,092
-559
28
$4.67M 0.42%
8,770
+19
29
$4.52M 0.41%
8,790
+7,344
30
$4.51M 0.41%
121,227
-14,370
31
$2.94M 0.27%
16,997
-308
32
$2.79M 0.25%
25,783
+7,736
33
$2.52M 0.23%
12,630
-729
34
$2.27M 0.2%
17,615
+248
35
$2.09M 0.19%
8,522
+100
36
$1.77M 0.16%
7,477
-9
37
$1.72M 0.16%
77,816
+1,098
38
$1.66M 0.15%
41,199
-343
39
$1.66M 0.15%
10,617
-133
40
$1.63M 0.15%
12,000
41
$1.41M 0.13%
28,276
-8,298
42
$1.4M 0.13%
28,284
43
$1.37M 0.12%
8,859
-350
44
$1.26M 0.11%
7,569
+404
45
$1.18M 0.11%
7,396
+1,214
46
$1.17M 0.11%
27,956
-180
47
$1.01M 0.09%
38,415
48
$970K 0.09%
2,615
-42
49
$945K 0.09%
10,436
+2
50
$901K 0.08%
1,091
-16
1
2
3 4 5