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
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$11.8M
3 +$7.91M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.75M
5
AAPL icon
Apple
AAPL
+$5.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.77%
2 Industrials 3.53%
3 Financials 1.84%
4 Healthcare 0.54%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$309K 0.22%
+29,446
52
$308K 0.22%
+3,270
53
$262K 0.18%
+9,034
54
$219K 0.15%
+8,691
55
$208K 0.15%
+13,160
56
$202K 0.14%
+2,545
57
$73K 0.05%
+14,838