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
$231M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.83M
3
+$7M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.2M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$5.89M

Top Sells

1
+$13.4M
2
+$6.59M
3
+$5.07M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.77M
5
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$3.75M

Sector Composition

1 Technology 4.63%
2 Industrials 2.24%
3 Financials 1.18%
4 Consumer Staples 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.11%
4,440
+84
52
$258K 0.11%
5,140
+750
53
$248K 0.11%
11,960
54
$244K 0.11%
7,690
+380
55
$238K 0.1%
+9,195
56
$224K 0.1%
+7,240
57
$210K 0.09%
2,905
58
$208K 0.09%
+9,945
59
$203K 0.09%
+2,557
60
$74K 0.03%
13,018
-1,774
61
$39K 0.02%
13,695
62
$9K ﹤0.01%
87
+14
63
– –
-8,449
64
– –
-14,647
65
– –
-1,483,536
66
– –
-277,758
67
– –
-10,200
68
– –
-39,952
69
– –
-27,486
70
– –
-305,710
71
– –
-10,810
72
– –
-73,951
73
– –
-3,750
74
– –
-8,331
75
– –
-156,950
1 2
3
4