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
$236M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$1.02M
3
+$831K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$763K
5
VFH icon
Vanguard Financials ETF
VFH
+$761K

Top Sells

1
+$9.83M
2
+$852K
3
+$286K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$269K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Sector Composition

1 Technology 4.83%
2 Industrials 2.25%
3 Financials 1.16%
4 Consumer Staples 0.39%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.11%
5,140
52
$250K 0.11%
11,960
53
$241K 0.1%
4,550
54
$224K 0.09%
+7,140
55
$223K 0.09%
7,690
56
$219K 0.09%
+7,388
57
$215K 0.09%
6,735
-505
58
$213K 0.09%
+100
59
$211K 0.09%
2,559
+2
60
$210K 0.09%
2,905
61
$201K 0.09%
8,395
-800
62
$200K 0.08%
+2,397
63
$74K 0.03%
13,018
64
$39K 0.02%
13,695
65
$8K ﹤0.01%
87
66
– –
-9,945
67
– –
-376,450
1 2
3