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
$720M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.2M
3
+$10.2M
4
VIS icon
Vanguard Industrials ETF
VIS
+$9.87M
5
VAW icon
Vanguard Materials ETF
VAW
+$9.55M

Top Sells

1
+$337K
2
+$283K
3
+$256K
4
AXP icon
American Express
AXP
+$247K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$247K

Sector Composition

1 Technology 3.87%
2 Financials 0.76%
3 Communication Services 0.69%
4 Consumer Discretionary 0.44%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.08%
5,842
+250
52
$505K 0.07%
8,300
53
$504K 0.07%
1,170
+10
54
$491K 0.07%
3,510
-7
55
$472K 0.07%
8,742
56
$405K 0.06%
18,719
57
$402K 0.06%
15,744
58
$393K 0.05%
+1,632
59
$380K 0.05%
8,342
-380
60
$374K 0.05%
1,761
-6
61
$363K 0.05%
3,524
62
$358K 0.05%
17,564
63
$344K 0.05%
1,562
+198
64
$344K 0.05%
2,287
+523
65
$341K 0.05%
5,070
66
$336K 0.05%
989
67
$334K 0.05%
7,187
68
$328K 0.05%
1,269
69
$325K 0.05%
1,924
+301
70
$323K 0.04%
5,874
-59
71
$316K 0.04%
4,035
72
$308K 0.04%
5,500
73
$302K 0.04%
+2,081
74
$291K 0.04%
2,193
75
$278K 0.04%
4,978
+541
1 2
3
4