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
$288M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$4.48M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$4M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.63M

Top Sells

1
+$7.07M
2
+$3.44M
3
+$2.22M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M

Sector Composition

1 Technology 4.18%
2 Industrials 1.71%
3 Financials 1.19%
4 Consumer Staples 0.42%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.11%
6,403
-764
52
$311K 0.11%
46,390
53
$303K 0.11%
6,418
54
$298K 0.1%
9,498
+572
55
$250K 0.09%
100
56
$231K 0.08%
2,569
-90
57
$215K 0.07%
4,060
58
$39K 0.01%
13,695
59
$5K ﹤0.01%
87
60
– –
-20,642
61
– –
-139,432
1 2
3