BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+2.27%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$369M
AUM Growth
+$369M
(+5.9%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
5.66%
Top 10 Holdings %
Top 10 Hldgs %
61.43%
Holding
70
New
3
Increased
31
Reduced
17
Closed
2
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$15.9M |
| 2 |
Amplify Online Retail ETF
IBUY
|
$12.3M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$2.34M |
| 4 |
Vanguard Financials ETF
VFH
|
$803K |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$787K |
Top Sells
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Financials | 1.09% |
| 3 | Industrials | 0.43% |
| 4 | Communication Services | 0.34% |
| 5 | Consumer Staples | 0.2% |
