BFG
Bouchey Financial Group Portfolio holdings
AUM $1.11B
AUM
$1.11B
AUM Growth
-$35.7M (-3%)
Cap. Flow
+$12.5M
Cap. Flow % of AUM
1.12%
Top 10 Holdings %Top 10 Hldgs %
70.6%
Holding
153
New
5
Increased
54
Reduced
52
Closed
15
Top Buys
| 1 | $3.77M | |
| 2 | $2.03M | |
| 3 | $1.7M | |
| 4 | $1.69M | |
| 5 | $1.57M |
Top Sells
| 1 | $1.37M | |
| 2 | $1.28M | |
| 3 | $847K | |
| 4 | $714K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $824K | 0.07% | 3,933 -70 | -2% | -$14.7K | |||
| $786K | 0.07% | 1,398 +8 | +0.6% | +$4.5K | |||
| $776K | 0.07% | 3,123 -105 | -3% | -$26.1K | |||
| $770K | 0.07% | 41,402 | – | – | |||
| $757K | 0.07% | 2,920 -137 | -4% | -$35.5K | |||
| $738K | 0.07% | 6,108 +12 | +0.2% | +$1.45K | |||
| $733K | 0.07% | 2,345 -13 | -0.6% | -$4.06K | |||
| $727K | 0.07% | 1,984 +6 | +0.3% | +$2.2K | |||
| $699K | 0.06% | 4,046 -153 | -4% | -$26.4K | |||
| $685K | 0.06% | 1,189 -13 | -1% | -$7.49K | |||
| $677K | 0.06% | 30,252 | – | – | |||
| $676K | 0.06% | 1,930 +39 | +2% | +$13.7K | |||
| $670K | 0.06% | 7,157 | – | – | |||
| $614K | 0.06% | 3,600 -181 | -5% | -$30.8K | |||
| $613K | 0.06% | 3,561 | – | – | |||
| $607K | 0.05% | 6,973 +97 | +1% | +$8.44K | |||
| $604K | 0.05% | 5,779 -620 | -10% | -$64.8K | |||
| $599K | 0.05% | 1,144 -198 | -15% | -$104K | |||
| $596K | 0.05% | 3,866 +128 | +3% | +$19.7K | |||
| $553K | 0.05% | 12,194 -967 | -7% | -$43.9K | |||
| $550K | 0.05% | 1,765 +20 | +1% | +$6.23K | |||
| $546K | 0.05% | 7,605 -695 | -8% | -$49.9K | |||
| $535K | 0.05% | 7,458 +716 | +11% | +$51.4K | |||
| $501K | 0.05% | 8,263 +35 | +0.4% | +$2.12K | |||
| $501K | 0.05% | 1,122 +16 | +1% | +$7.15K |
