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
$241M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$870K
3
+$785K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$580K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$205K

Top Sells

1
+$7.5M
2
+$7.21M
3
+$2.77M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.58M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M

Sector Composition

1 Technology 5.2%
2 Industrials 2.19%
3 Financials 1.38%
4 Consumer Staples 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.1%
46,390
-40,000
52
$224K 0.09%
2,659
+97
53
$205K 0.09%
+4,060
54
$39K 0.02%
13,695
55
$6K ﹤0.01%
87
56
– –
-6,360
57
– –
-5,613
58
– –
-2,075
59
– –
-103,994
60
– –
-90,052
61
– –
-179,905
1 2
3