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
$234M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.01M
3
+$990K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$990K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$944K

Top Sells

1
+$1.63M
2
+$1.25M
3
+$262K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$249K
5
PCRX icon
Pacira BioSciences
PCRX
+$120K

Sector Composition

1 Technology 2.21%
2 Industrials 2.04%
3 Financials 1.38%
4 Consumer Staples 0.33%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.11%
11,960
52
$261K 0.11%
5,916
+119
53
$253K 0.11%
10,225
-75
54
$249K 0.11%
10,820
+1,465
55
$233K 0.1%
2,180
+5
56
$222K 0.09%
2,672
-430
57
$220K 0.09%
4,390
58
$218K 0.09%
+23,128
59
$213K 0.09%
4,354
+61
60
– –
0
61
$210K 0.09%
2,905
62
$209K 0.09%
7,790
-813
63
$205K 0.09%
100
64
$204K 0.09%
+1,885
65
$200K 0.09%
2,553
+1
66
$183K 0.08%
12,200
67
$84K 0.04%
14,792
68
$39K 0.02%
13,695
69
$11K ﹤0.01%
73
1 2
3