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
$213M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.96M
3
+$5.85M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$5.58M
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.99M

Top Sells

1
+$5.16M
2
+$5.06M
3
+$3.55M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$3.25M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$3.01M

Sector Composition

1 Industrials 2.22%
2 Technology 2%
3 Financials 1.57%
4 Healthcare 0.49%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.12%
10,300
52
$262K 0.12%
11,960
53
$232K 0.11%
2,550
+1
54
$226K 0.11%
100
55
$215K 0.1%
4,371
-328
56
$210K 0.1%
2,905
57
$208K 0.1%
2,518
+2
58
$198K 0.09%
+23,446
59
$84K 0.04%
14,792
60
$39K 0.02%
13,695
61
$14K 0.01%
73
-39
62
– –
-47,499
63
– –
-127,766
64
– –
-91,166
65
– –
-53,626
66
– –
-83,073
67
– –
-60,749
68
– –
-8,705
69
– –
-4,035
70
– –
-9,176
71
– –
-33,626
1 2
3