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BFG

Bouchey Financial Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 29.02%
This Fund
S&P 500
This Quarter Est. Return
+11.65%
1 Year Est. Return
+29.02%
3 Year Est. Return
+66.71%
5 Year Est. Return
+67.71%
10 Year Est. Return
+243.17%
AUM
$142M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow %
95.23%
Top 10 Hldgs %
48.75%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$12.1M
2
FAS icon
Direxion Daily Financial Bull 3x ETF
FAS
+$10.1M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$6.44M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.53M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
FNFG
51
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$309K 0.22%
+29,446
New +$319K
JNJ icon
52
Johnson & Johnson
JNJ
$618B
$308K 0.22%
+3,270
New +$301K
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.36T
$262K 0.18%
+9,034
New +$228K
T icon
54
AT&T
T
$159B
$219K 0.15%
+8,691
New +$229K
SPXL icon
55
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.72B
$208K 0.15%
+13,160
New +$184K
PG icon
56
Procter & Gamble
PG
$336B
$202K 0.14%
+2,545
New +$207K
NWBO
57
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$73K 0.05%
+14,838
New +$57.4K
1 2
3

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BGCP
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MSA
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VWM
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IWA
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TNBTD
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1WM
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Bouchey Financial Group's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Bouchey Financial Group, which disclosed 57 positions worth $142M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is ProShares UltraPro QQQ: 10,997,856 shares worth $14.6M.

By sector, the portfolio is most concentrated in Technology at 3.8% of assets, followed by Industrials and Financials.

  • Bouchey Financial Group's largest Q4 2013 buy was ProShares UltraPro QQQ: 10,997,856 shares worth $14.6M.
  • Bouchey Financial Group's ten largest holdings make up 49% of its $142M portfolio in Q4 2013.
  • Bouchey Financial Group disclosed 57 positions in Q4 2013, its first 13F filing on record.

Based on Bouchey Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.