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
$475M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15.1M
3
+$12.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$8.39M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.9M

Top Sells

1
+$18.3M
2
+$15.4M
3
+$13.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.75M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.93M

Sector Composition

1 Technology 2.35%
2 Communication Services 0.66%
3 Financials 0.62%
4 Industrials 0.38%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.06%
3,695
52
$271K 0.06%
6,288
-750
53
$255K 0.05%
2,207
+14
54
$251K 0.05%
+2,254
55
$250K 0.05%
1,364
+10
56
$238K 0.05%
+13,551
57
$236K 0.05%
+5,070
58
$236K 0.05%
+4,500
59
$233K 0.05%
19,100
60
$232K 0.05%
+2,898
61
$220K 0.05%
+603
62
$217K 0.05%
+3,627
63
$213K 0.04%
+1,613
64
$159K 0.03%
4,666
+463
65
$110K 0.02%
3,482
-893
66
$62K 0.01%
1,059
67
– –
-45,360
68
– –
-3,689
69
– –
-9,662
70
– –
-136,441
71
– –
-11,600
72
– –
-422,736
73
– –
-46,366
74
– –
-41,669
75
– –
-632,137
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