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
$165M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$846K
3
+$588K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$444K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$350K

Top Sells

1
+$505K
2
+$257K
3
+$217K
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$153K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$117K

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 Change
in Stake 		Capital Flow
51
$321K 0.2%
3,270
52
$278K 0.17%
29,446
53
$251K 0.15%
9,034
54
$248K 0.15%
3,303
-912
55
$230K 0.14%
8,696
+5
56
$218K 0.13%
13,160
57
$217K 0.13%
+2,905
58
$205K 0.12%
2,546
+1
59
$107K 0.07%
14,792
-46
60
$45K 0.03%
+13,695
61
$28K 0.02%
+33,626
62
$20K 0.01%
+48
1 2
3