BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
-13.92%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$377M
AUM Growth
+$377M
(-14%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
72.58%
Holding
83
New
3
Increased
20
Reduced
26
Closed
21
Top Buys
Top Sells
| 1 |
Vanguard Health Care ETF
VHT
|
$18.5M |
| 2 |
Vanguard Financials ETF
VFH
|
$16.6M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$7.01M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.89M |
| 5 |
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% |
