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
$346M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.1M
3
+$1.56M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.47M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.23M

Top Sells

1
+$9.41M
2
+$497K
3
+$467K
4
GE icon
GE Aerospace
GE
+$144K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$114K

Sector Composition

1 Financials 1.29%
2 Technology 1.26%
3 Industrials 0.93%
4 Communication Services 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$435K 0.13%
+4,072
52
$432K 0.13%
3,905
-100
53
$422K 0.12%
6,948
-327
54
$420K 0.12%
7,929
+304
55
$399K 0.12%
7,672
-116
56
$359K 0.1%
32,000
57
$298K 0.09%
5,100
58
$298K 0.09%
100
59
$297K 0.09%
6,288
60
$285K 0.08%
4,061
+1
61
$255K 0.07%
2,774
-142
62
$246K 0.07%
1,746
63
$234K 0.07%
2,198
64
$233K 0.07%
789
65
$214K 0.06%
+1,782
66
$205K 0.06%
+4,500
67
$202K 0.06%
+7,250
68
– –
-87
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