BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+1.46%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$165M
AUM Growth
+$165M
(+16%)
Cap. Flow
+$28.4M
Cap. Flow
% of AUM
17.27%
Top 10 Holdings %
Top 10 Hldgs %
50.94%
Holding
62
New
5
Increased
29
Reduced
17
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 3.05% |
| 2 | Technology | 2.86% |
| 3 | Financials | 1.8% |
| 4 | Healthcare | 0.52% |
| 5 | Consumer Staples | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$429B
| $321K | 0.2% |
3,270
| – | – |
|
|
FNFG
52
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $278K | 0.17% |
29,446
| – | – |
|
53
Alphabet (Google) Class C
GOOG
$2.79T
| $251K | 0.15% |
9,034
| – | – |
|
54
Vanguard Dividend Appreciation ETF
VIG
$95.1B
| $248K | 0.15% |
3,303
-912
| -22% | -$68.5K |
|
55
AT&T
T
$208B
| $230K | 0.14% |
8,696
+5
| +0.1% | +$132 |
|
56
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.41B
| $218K | 0.13% |
13,160
| – | – |
|
57
Mastercard
MA
$536B
| $217K | 0.13% |
+2,905
| New | +$217K |
|
58
Procter & Gamble
PG
$370B
| $205K | 0.12% |
2,546
+1
| +0% | +$81 |
|
|
NWBO
59
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
| $107K | 0.07% |
14,792
-46
| -0.3% | -$333 |
|
|
MEET
60
DELISTED
The Meet Group, Inc. Common Stock
MEET
| $45K | 0.03% |
+13,695
| New | +$45K |
|
|
DLIA
61
DELISTED
DELIA*S INC
DLIA
| $28K | 0.02% |
+33,626
| New | +$28K |
|
62
Comstock
LODE
$117M
| $20K | 0.01% |
+48
| New | +$20K |
|