BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
1-Year Return
10.23%
This Quarter Return
-0.42%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$234M
AUM Growth
+$12.4M
(+5.6%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
5.63%
Top 10 Holdings %
Top 10 Hldgs %
52.31%
Holding
69
New
2
Increased
40
Reduced
14
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.29M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.01M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$990K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$990K |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$944K |
Top Sells
Sector Composition
| 1 | Technology | 2.21% |
| 2 | Industrials | 2.04% |
| 3 | Financials | 1.38% |
| 4 | Consumer Staples | 0.33% |
| 5 | Healthcare | 0.33% |
