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
$187M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$4.8M
3
+$4.78M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.33M

Top Sells

1
+$5.29M
2
+$4.58M
3
+$4.12M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3.19M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.89M

Sector Composition

1 Technology 3.07%
2 Industrials 2.54%
3 Financials 1.63%
4 Healthcare 0.54%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.2%
+3,880
52
$376K 0.2%
7,162
+1
53
$371K 0.2%
4,395
54
$321K 0.17%
4,113
+810
55
$257K 0.14%
29,446
56
$232K 0.12%
8,701
+5
57
$227K 0.12%
11,960
-1,200
58
$210K 0.11%
2,905
59
$204K 0.11%
+4,177
60
$200K 0.11%
2,548
+2
61
$190K 0.1%
+100
62
$84K 0.05%
14,792
63
$39K 0.02%
13,695
64
$35K 0.02%
83
+35
65
$25K 0.01%
33,626
66
– –
-12,719
67
– –
-31,358
68
$0 ﹤0.01%
+3,646
69
– –
-107,916
70
– –
-56,675
71
– –
-9,034
72
– –
-176,519
73
– –
-76,878
74
– –
-48,990
1 2
3