BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+0.44%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$248M
AUM Growth
+$248M
(+4.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
54.98%
Holding
66
New
1
Increased
29
Reduced
17
Closed
2
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.06M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.72M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.69M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$1.21M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.16M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$554K |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$552K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$465K |
| 4 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$373K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$295K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Industrials | 2.23% |
| 3 | Financials | 1.12% |
| 4 | Consumer Staples | 0.48% |
| 5 | Communication Services | 0.3% |
