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
$583M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$7.25M
3
+$1.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.17M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.14M

Top Sells

1
+$13.3M
2
+$1.05M
3
+$619K
4
AAPL icon
Apple
AAPL
+$373K
5
LMT icon
Lockheed Martin
LMT
+$230K

Sector Composition

1 Technology 2.64%
2 Communication Services 0.63%
3 Financials 0.62%
4 Consumer Discretionary 0.42%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.07%
6,475
-193
52
$376K 0.06%
16,563
+6
53
$368K 0.06%
+979
54
$364K 0.06%
8,004
55
$341K 0.06%
1,594
+230
56
$338K 0.06%
8,246
+14
57
$318K 0.05%
3,524
58
$313K 0.05%
19,100
+1,974
59
$298K 0.05%
+4,353
60
$296K 0.05%
5,070
61
$292K 0.05%
2,898
62
$279K 0.05%
2,874
+640
63
$273K 0.05%
2,390
64
$271K 0.05%
6,288
65
$269K 0.05%
4,500
66
$264K 0.05%
2,198
+5
67
$239K 0.04%
1,615
+1
68
$237K 0.04%
4,528
+75
69
$231K 0.04%
1,053
70
$224K 0.04%
+4,468
71
$204K 0.04%
+4,370
72
$201K 0.03%
+1,318
73
$190K 0.03%
3,526
-555
74
$67K 0.01%
1,059
75
– –
-600
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3
4