BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
-13.45%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$352M
AUM Growth
+$352M
(-14%)
Cap. Flow
-$489K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
65.25%
Holding
81
New
6
Increased
25
Reduced
27
Closed
14
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$10.2M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$7.76M |
| 3 |
Invesco QQQ Trust
QQQ
|
$7.33M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.54M |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$4.35M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$10.4M |
| 2 |
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
|
$9.91M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.54M |
| 4 |
Amplify Online Retail ETF
IBUY
|
$3.77M |
| 5 |
Invesco KBW Regional Banking ETF
KBWR
|
$3.11M |
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Financials | 1.1% |
| 3 | Industrials | 0.5% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Consumer Staples | 0.24% |
