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
$409M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.07M
3
+$2.99M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M

Top Sells

1
+$13.1M
2
+$8.66M
3
+$7.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.15M
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.29M

Sector Composition

1 Technology 1.37%
2 Financials 1%
3 Communication Services 0.46%
4 Industrials 0.45%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.08%
3,750
+55
52
$343K 0.08%
18,024
53
$340K 0.08%
8,550
-65
54
$339K 0.08%
19,100
55
$333K 0.08%
12,060
56
$331K 0.08%
6,989
+300
57
$324K 0.08%
5,675
+3
58
$310K 0.08%
6,549
59
$295K 0.07%
3,760
60
$284K 0.07%
4,175
-20
61
$284K 0.07%
2,587
62
$267K 0.07%
3,418
-32
63
$253K 0.06%
1,548
-97
64
$249K 0.06%
1,468
65
$219K 0.05%
1,971
-143
66
$211K 0.05%
+1,609
67
$210K 0.05%
11,600
68
$203K 0.05%
+3,040
69
$182K 0.04%
3,474
-5,396
70
$138K 0.03%
3,482
71
– –
-1,250
72
– –
-123,907
73
– –
-188,037
1 2
3