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
$744M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.4M
3
+$11.9M
4
VDE icon
Vanguard Energy ETF
VDE
+$10.8M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$10.5M

Top Sells

1
+$24M
2
+$22.7M
3
+$18M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$17.3M
5
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$17.2M

Sector Composition

1 Technology 5.92%
2 Financials 0.86%
3 Communication Services 0.67%
4 Consumer Discretionary 0.54%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.08%
3,512
+2
52
$565K 0.08%
5,945
+103
53
$564K 0.08%
1,183
+13
54
$533K 0.07%
3,069
+782
55
$510K 0.07%
8,300
56
$509K 0.07%
3,761
+1,370
57
$496K 0.07%
+5,313
58
$470K 0.06%
3,513
+1,320
59
$469K 0.06%
3,191
-1,508
60
$463K 0.06%
9,778
+1,436
61
$462K 0.06%
8,888
+146
62
$458K 0.06%
1,299
+30
63
$444K 0.06%
1,070
+250
64
$443K 0.06%
2,655
+574
65
$441K 0.06%
+879
66
$433K 0.06%
18,719
67
$424K 0.06%
+14,410
68
$422K 0.06%
15,744
69
$371K 0.05%
5,070
70
$367K 0.05%
1,761
71
$358K 0.05%
3,143
-381
72
$348K 0.05%
13,694
-12,364
73
$339K 0.05%
18,269
+705
74
$335K 0.05%
4,035
75
$331K 0.04%
5,500
1 2
3
4