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
$418M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.45M
3
+$1.18M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.12M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.1M

Top Sells

1
+$3.72M
2
+$1.19M
3
+$249K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$52.4K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$48.4K

Sector Composition

1 Technology 1.71%
2 Financials 0.96%
3 Communication Services 0.69%
4 Industrials 0.48%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.08%
2,795
+208
52
$341K 0.08%
19,100
53
$340K 0.08%
18,033
+9
54
$338K 0.08%
3,750
55
$330K 0.08%
6,549
56
$325K 0.08%
5,384
-291
57
$323K 0.08%
5,450
58
$320K 0.08%
8,550
59
$320K 0.08%
11,426
-634
60
$285K 0.07%
6,969
-20
61
$285K 0.07%
3,760
62
$279K 0.07%
1,119
63
$263K 0.06%
3,810
-365
64
$257K 0.06%
1,548
65
$239K 0.06%
+1,153
66
$234K 0.06%
2,910
-508
67
$221K 0.05%
1,610
+1
68
$220K 0.05%
1,971
69
$218K 0.05%
+1,222
70
$212K 0.05%
11,600
71
$209K 0.05%
+4,637
72
$202K 0.05%
3,040
73
$142K 0.03%
3,482
74
$67K 0.02%
+1,068
75
– –
-1,468
1 2
3