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
$438M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.1M
3
+$9.91M
4
VFH icon
Vanguard Financials ETF
VFH
+$3.84M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.09M

Top Sells

1
+$17.8M
2
+$13.5M
3
+$7.43M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.66M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.57M

Sector Composition

1 Technology 2.03%
2 Financials 1.04%
3 Communication Services 0.78%
4 Industrials 0.45%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.09%
7,038
52
$362K 0.08%
18,045
+12
53
$355K 0.08%
8,550
54
$353K 0.08%
2,828
+33
55
$352K 0.08%
6,549
56
$349K 0.08%
11,332
-94
57
$348K 0.08%
6,969
58
$336K 0.08%
5,472
+88
59
$327K 0.07%
5,450
60
$320K 0.07%
3,760
61
$288K 0.07%
2,244
-2,735
62
$286K 0.07%
+5,219
63
$283K 0.06%
5,088
-2,781
64
$282K 0.06%
1,548
65
$278K 0.06%
3,695
-115
66
$267K 0.06%
2,910
67
$251K 0.06%
1,222
68
$233K 0.05%
+3,890
69
$228K 0.05%
+1,574
70
$225K 0.05%
1,648
+38
71
$220K 0.05%
11,600
72
$219K 0.05%
1,153
73
$215K 0.05%
2,913
-127
74
$209K 0.05%
4,637
75
$209K 0.05%
+2,900
1 2
3
4