BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 0.41%
8,772
+47
27
$5.36M 0.41%
28,717
-375
28
$4.67M 0.36%
116,500
-2,925
29
$4.39M 0.34%
8,734
-20
30
$3.08M 0.24%
16,227
-623
31
$3.05M 0.24%
12,621
-9
32
$2.75M 0.21%
8,703
+7
33
$2.68M 0.21%
11,009
+127
34
$2.47M 0.19%
17,541
-9
35
$2.3M 0.18%
9,456
+59
36
$2.05M 0.16%
77,734
-65
37
$1.77M 0.14%
7,503
+51
38
$1.68M 0.13%
12,000
39
$1.65M 0.13%
3,715
+502
40
$1.57M 0.12%
38,592
-1,296
41
$1.46M 0.11%
28,267
+150
42
$1.43M 0.11%
28,584
+300
43
$1.34M 0.1%
7,249
+54
44
$1.25M 0.1%
5,383
+8
45
$1.23M 0.09%
2,559
-56
46
$1.23M 0.09%
7,554
-34
47
$1.22M 0.09%
24,405
-946
48
$1.16M 0.09%
38,980
+370
49
$1.14M 0.09%
2,804
+43
50
$1.1M 0.08%
3,624
-29
1
2
3 4 5