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
$349M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$11.8M
3
+$11.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$7.15M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$6.73M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$10.4M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$8.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.05M

Sector Composition

1 Technology 1.4%
2 Financials 1.21%
3 Industrials 0.4%
4 Communication Services 0.35%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.09%
100
52
$297K 0.09%
6,288
53
$293K 0.08%
6,131
-1,798
54
$266K 0.08%
15,078
-343,038
55
$259K 0.07%
789
56
$228K 0.07%
+830
57
$225K 0.06%
8,090
-67,052
58
$224K 0.06%
2,822
+48
59
$220K 0.06%
1,548
-198
60
$218K 0.06%
+6,500
61
$217K 0.06%
7,860
+610
62
$212K 0.06%
2,053
-145
63
$206K 0.06%
3,192
-21,040
64
$204K 0.06%
+4,000
65
$204K 0.06%
3,960
-3,712
66
$202K 0.06%
+5,960
67
$201K 0.06%
+5,875
68
– –
-4,500
69
– –
-1,782
70
– –
-750,518
71
– –
-308,008
72
– –
-40,908
73
– –
-242,258
74
– –
-32,000
75
– –
-133,148
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3
4