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
$516M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.68M
3
+$1.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.09M

Top Sells

1
+$12.4M
2
+$554K
3
+$337K
4
DIS icon
Walt Disney
DIS
+$251K
5
INTC icon
Intel
INTC
+$217K

Sector Composition

1 Technology 2.67%
2 Communication Services 0.63%
3 Financials 0.61%
4 Consumer Discretionary 0.44%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.06%
8,232
-82
52
$306K 0.06%
16,557
+3,006
53
$305K 0.06%
+2,130
54
$286K 0.06%
3,524
-171
55
$271K 0.05%
4,500
56
$271K 0.05%
6,288
57
$262K 0.05%
+8,004
58
$261K 0.05%
5,070
59
$255K 0.05%
2,193
-14
60
$250K 0.05%
2,898
61
$230K 0.04%
600
-3
62
$225K 0.04%
1,364
63
$224K 0.04%
1,614
+1
64
$214K 0.04%
+2,234
65
$211K 0.04%
+2,390
66
$206K 0.04%
+4,453
67
$204K 0.04%
17,126
-1,974
68
$200K 0.04%
+1,053
69
$127K 0.02%
4,081
-585
70
$91K 0.02%
3,482
71
$57K 0.01%
1,059
72
– –
-2,254
73
– –
-3,627
1 2
3