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
$248M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.72M
3
+$1.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.21M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.16M

Top Sells

1
+$670K
2
+$554K
3
+$552K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$465K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$373K

Sector Composition

1 Technology 4.28%
2 Industrials 2.23%
3 Financials 1.12%
4 Consumer Staples 0.48%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.12%
6,044
+200
52
$290K 0.12%
3,097
+700
53
$263K 0.11%
11,960
54
$260K 0.11%
5,140
55
$242K 0.1%
7,690
56
$236K 0.1%
7,550
+410
57
$217K 0.09%
100
58
$217K 0.09%
2,560
+1
59
$216K 0.09%
6,615
-120
60
$210K 0.08%
2,905
61
$202K 0.08%
+10,059
62
$74K 0.03%
13,018
63
$39K 0.02%
13,695
64
$8K ﹤0.01%
87
65
– –
-8,395
66
– –
-4,550
1 2
3