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
$377M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.4M
3
+$13.5M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.6M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$6.77M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$7.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.69M

Sector Composition

1 Technology 1.98%
2 Financials 0.75%
3 Communication Services 0.65%
4 Industrials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.07%
3,689
-97,920
52
$243K 0.06%
1,548
53
$234K 0.06%
2,910
54
$233K 0.06%
2,193
-51
55
$227K 0.06%
3,695
56
$219K 0.06%
1,312
+90
57
$202K 0.05%
1,354
58
$198K 0.05%
19,100
-77
59
$166K 0.04%
4,203
-885
60
$150K 0.04%
11,600
61
$118K 0.03%
4,375
62
$52K 0.01%
1,059
63
– –
-5,070
64
– –
-2,157
65
– –
-4,637
66
– –
-1,574
67
– –
-9,658
68
– –
-3,890
69
– –
-4,500
70
– –
-1,648
71
– –
-26,400
72
– –
-2,913
73
– –
-18,045
74
– –
-11,302
75
– –
-1,153
1 2
3
4