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
$629M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$6.97M
3
+$2.28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Top Sells

1
+$37.6M
2
+$21.2M
3
+$1.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$798K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$319K

Sector Composition

1 Technology 4.18%
2 Financials 0.86%
3 Communication Services 0.75%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.06%
18,719
-381
52
$382K 0.06%
17,564
-2,442
53
$362K 0.06%
3,524
54
$344K 0.05%
989
-333
55
$341K 0.05%
5,070
56
$337K 0.05%
2,175
-136,997
57
$334K 0.05%
5,500
58
$327K 0.05%
1,364
-26
59
$327K 0.05%
5,933
-3,631
60
$325K 0.05%
7,187
61
$320K 0.05%
4,035
-298
62
$310K 0.05%
2,390
63
$307K 0.05%
2,193
-5
64
$288K 0.05%
1,269
-213
65
$285K 0.05%
1,623
-64
66
$283K 0.05%
2,162
-1
67
$273K 0.04%
2,874
68
$261K 0.04%
1,764
+176
69
$260K 0.04%
4,825
70
$256K 0.04%
3,823
+297
71
$253K 0.04%
4,437
-91
72
$249K 0.04%
6,788
73
$247K 0.04%
1,492
74
$247K 0.04%
786
+60
75
$228K 0.04%
4,193
-1,275
1 2
3
4