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
$620M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.26M
3
+$849K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$813K
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$687K

Top Sells

1
+$1.07M
2
+$292K
3
+$231K
4
LUV icon
Southwest Airlines
LUV
+$204K
5
QCOM icon
Qualcomm
QCOM
+$201K

Sector Composition

1 Technology 2.79%
2 Financials 0.83%
3 Communication Services 0.77%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.07%
8,260
+14
52
$412K 0.07%
16,623
+60
53
$389K 0.06%
1,322
-232
54
$387K 0.06%
+1,783
55
$385K 0.06%
5,500
+1,000
56
$382K 0.06%
19,100
57
$354K 0.06%
1,390
-204
58
$334K 0.05%
3,524
59
$330K 0.05%
1,482
-633
60
$320K 0.05%
4,333
-20
61
$319K 0.05%
7,002
-1,002
62
$311K 0.05%
+1,687
63
$305K 0.05%
5,070
64
$297K 0.05%
2,390
65
$285K 0.05%
5,468
+1,000
66
$281K 0.05%
+7,187
67
$280K 0.05%
2,198
68
$271K 0.04%
6,288
69
$267K 0.04%
2,874
70
$259K 0.04%
+2,163
71
$255K 0.04%
+3,988
72
$247K 0.04%
+2,910
73
$245K 0.04%
4,528
74
$237K 0.04%
+4,825
75
$231K 0.04%
3,526
1 2
3
4