BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
This Quarter Return
+2.54%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$312M
AUM Growth
+$312M
Cap. Flow
+$17.5M
Cap. Flow %
5.6%
Top 10 Hldgs %
57.21%
Holding
70
New
11
Increased
33
Reduced
16
Closed
2

Top Buys

1
VYM icon
Vanguard High Dividend Yield ETF
VYM
$1.96M
2
QQQ icon
Invesco QQQ Trust
QQQ
$1.9M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
$1.42M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
$1.22M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
$1.22M

Top Sells

1
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$782K
2
GE icon
GE Aerospace
GE
$236K
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
$121K
4
AAPL icon
Apple
AAPL
$91.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
$88.4K

Sector Composition

1 Technology 3.85%
2 Industrials 1.38%
3 Financials 1.13%
4 Consumer Staples 0.48%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VZ icon
51
Verizon
VZ
$183B
$377K 0.12%
8,434
+2,031
+32% +$90.8K
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$44B
$352K 0.11%
1,831
-80
-4% -$15.4K
TECL icon
53
Direxion Daily Technology Bull 3x Shares
TECL
$3.39B
$333K 0.11%
4,639
– –
VEU icon
54
Vanguard FTSE All-World ex-US ETF
VEU
$48.3B
$297K 0.1%
6,288
-130
-2% -$6.14K
SCHD icon
55
Schwab US Dividend Equity ETF
SCHD
$71.7B
$276K 0.09%
+6,125
New +$276K
PNI
56
PIMCO New York Municipal Income Fund II
PNI
$74.1M
$273K 0.09%
+23,400
New +$273K
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.08T
$255K 0.08%
100
– –
PG icon
58
Procter & Gamble
PG
$368B
$254K 0.08%
2,915
+346
+13% +$30.1K
NRK icon
59
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$825M
$236K 0.08%
+17,994
New +$236K
TNA icon
60
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.13B
$226K 0.07%
4,060
+2,030
+100% +$113K
AMZN icon
61
Amazon
AMZN
$2.41T
$223K 0.07%
+230
New +$223K
VUG icon
62
Vanguard Growth ETF
VUG
$185B
$222K 0.07%
+1,746
New +$222K
PEP icon
63
PepsiCo
PEP
$203B
$217K 0.07%
+1,883
New +$217K
VTV icon
64
Vanguard Value ETF
VTV
$143B
$212K 0.07%
+2,198
New +$212K
AEP icon
65
American Electric Power
AEP
$58.9B
$206K 0.07%
+2,961
New +$206K
MYN icon
66
BlackRock MuniYield New York Quality Fund
MYN
$359M
$159K 0.05%
+12,238
New +$159K
MHN icon
67
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$293M
$139K 0.04%
+10,000
New +$139K
LODE icon
68
Comstock
LODE
$117M
$4K ﹤0.01%
21,800
– –
SPAB icon
69
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.55B
– –
-13,682
Closed -$782K
MEET
70
DELISTED
The Meet Group, Inc. Common Stock
MEET
– –
-13,695
Closed -$39K
1 2
3