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
$319M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$978K
3
+$824K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$671K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$599K

Top Sells

1
+$10.1M
2
+$774K
3
+$385K
4
AAPL icon
Apple
AAPL
+$337K
5
PNI
PIMCO New York Municipal Income Fund II
PNI
+$273K

Sector Composition

1 Technology 3.92%
2 Industrials 1.26%
3 Financials 1.14%
4 Consumer Staples 0.37%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.12%
7,625
-809
52
$362K 0.11%
23,235
+4,860
53
$297K 0.09%
6,288
54
$287K 0.09%
32,000
-14,390
55
$275K 0.09%
100
56
$265K 0.08%
2,916
+1
57
$263K 0.08%
4,060
58
$245K 0.08%
5,100
+500
59
$232K 0.07%
1,746
60
$219K 0.07%
2,198
61
$201K 0.06%
+789
62
$3K ﹤0.01%
87
63
– –
-2,961
64
– –
-185,715
65
– –
-10,000
66
– –
-12,238
67
– –
-17,994
68
– –
-1,883
69
– –
-23,400
1 2
3