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
$256M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$6.41M
3
+$4.58M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.51M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$3.31M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.97M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.96M

Sector Composition

1 Technology 4.87%
2 Industrials 2.06%
3 Financials 1.11%
4 Consumer Staples 0.42%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$276K 0.11%
+2,075
52
$271K 0.11%
5,613
-326,629
53
$268K 0.1%
8,723
-1,318
54
$230K 0.09%
2,562
+2
55
$216K 0.08%
100
56
$210K 0.08%
6,360
-255
57
$39K 0.02%
13,695
58
$8K ﹤0.01%
87
59
– –
-75,190
60
– –
-2,905
61
– –
-7,550
62
– –
-38,164
63
– –
-5,140
64
– –
-7,690
65
– –
-10,059
66
– –
-3,097
67
– –
-35,216
68
– –
-13,018
1 2
3