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
$198M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.45M
3
+$1.16M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$881K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$684K

Top Sells

1
+$2.12M
2
+$1.63M
3
+$515K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$321K
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$297K

Sector Composition

1 Industrials 2.44%
2 Technology 2.07%
3 Financials 1.64%
4 Healthcare 0.46%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.17%
6,690
-5,900
52
$322K 0.16%
3,422
-394
53
$273K 0.14%
+9,176
54
$259K 0.13%
+10,300
55
$232K 0.12%
11,960
56
$232K 0.12%
8,705
+4
57
$216K 0.11%
+4,699
58
$213K 0.11%
2,549
+1
59
$212K 0.11%
+2,516
60
$210K 0.11%
2,905
61
$207K 0.1%
100
62
$202K 0.1%
4,035
-142
63
$84K 0.04%
14,792
64
$39K 0.02%
13,695
65
$34K 0.02%
112
+29
66
$25K 0.01%
33,626
67
– –
-31,244
68
– –
-4,113
69
– –
-3,646
70
– –
-29,446
1 2
3