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
$407M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$7.87M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.35M

Top Sells

1
+$12.7M
2
+$7.47M
3
+$3.24M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.03M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.96M

Sector Composition

1 Technology 1.59%
2 Financials 1.05%
3 Industrials 0.43%
4 Communication Services 0.33%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.09%
6,792
52
$353K 0.09%
3,125
-173
53
$336K 0.08%
6,214
+1,090
54
$333K 0.08%
28,698
-102
55
$322K 0.08%
3,945
-300
56
$320K 0.08%
100
57
$316K 0.08%
+2,200
58
$306K 0.08%
820
-10
59
$305K 0.07%
5,714
-329
60
$293K 0.07%
789
61
$286K 0.07%
+1,250
62
$254K 0.06%
+1,543
63
$249K 0.06%
1,548
-225
64
$247K 0.06%
1,499
-825
65
$231K 0.06%
12,000
-3,111
66
$223K 0.05%
6,500
67
$221K 0.05%
5,960
68
$221K 0.05%
+4,500
69
$218K 0.05%
1,971
-382
70
$217K 0.05%
+447
71
$217K 0.05%
7,860
72
$209K 0.05%
1,940
-75
73
$205K 0.05%
+2,459
74
$204K 0.05%
4,000
75
$202K 0.05%
5,125
-700
1 2
3
4