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
$400M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$7.52M
3
+$2.27M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.51M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.24M

Top Sells

1
+$8.26M
2
+$6.71M
3
+$5.93M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M
5
SBIO icon
ALPS Medical Breakthroughs ETF
SBIO
+$3.29M

Sector Composition

1 Technology 1.32%
2 Financials 0.96%
3 Communication Services 0.53%
4 Industrials 0.53%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$384K 0.1%
6,689
52
$360K 0.09%
+5,450
53
$353K 0.09%
7,038
54
$345K 0.09%
+8,615
55
$339K 0.08%
3,695
56
$335K 0.08%
5,672
+3
57
$333K 0.08%
18,024
58
$332K 0.08%
3,760
59
$316K 0.08%
6,549
60
$310K 0.08%
12,060
61
$301K 0.08%
19,100
62
$275K 0.07%
4,195
-525
63
$269K 0.07%
2,587
-117
64
$268K 0.07%
1,468
-36
65
$257K 0.06%
1,645
+97
66
$255K 0.06%
3,450
67
$228K 0.06%
+2,114
68
$207K 0.05%
+11,600
69
$206K 0.05%
+1,250
70
$135K 0.03%
+3,482
71
– –
-100
72
– –
-37,282
73
– –
-206,050
74
– –
-149,853
75
– –
-116,745
1 2
3
4