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
$369M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.3M
3
+$2.34M
4
VFH icon
Vanguard Financials ETF
VFH
+$803K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$787K

Top Sells

1
+$10.2M
2
+$7.4M
3
+$4.36M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$393K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$225K

Sector Composition

1 Technology 1.45%
2 Financials 1.09%
3 Industrials 0.43%
4 Communication Services 0.34%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$334K 0.09%
5,124
+1,932
52
$317K 0.09%
830
53
$312K 0.08%
28,800
-5,184
54
$304K 0.08%
6,043
-88
55
$297K 0.08%
7,500
-257,043
56
$282K 0.08%
100
57
$276K 0.07%
15,111
+33
58
$266K 0.07%
1,773
+225
59
$264K 0.07%
789
60
$244K 0.07%
2,353
+300
61
$237K 0.06%
6,500
62
$220K 0.06%
2,015
-1,140
63
$217K 0.06%
5,825
-50
64
$210K 0.06%
3,960
65
$209K 0.06%
7,860
66
$204K 0.06%
5,960
67
$204K 0.06%
4,000
68
$200K 0.05%
+1,688
69
– –
-8,090
70
– –
-2,822
1 2
3