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
$745M
AUM Growth
+$928K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.5M
3
+$22.5M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$16.2M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$15.6M

Top Sells

1
+$34.3M
2
+$14.4M
3
+$12.6M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$11.9M
5
VIS icon
Vanguard Industrials ETF
VIS
+$11.4M

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 3.52%
3 Financials 0.94%
4 Communication Services 0.66%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$530K 0.07%
1,168
-15
52
$512K 0.07%
9,791
+13
53
$495K 0.07%
2,955
-114
54
$487K 0.07%
8,300
55
$471K 0.06%
9,366
-4,530
56
$471K 0.06%
3,190
-1
57
$469K 0.06%
2,109
+1,208
58
$467K 0.06%
1,299
59
$451K 0.06%
3,465
-48
60
$445K 0.06%
8,742
-146
61
$436K 0.06%
5,148
-165
62
$429K 0.06%
842
-37
63
$420K 0.06%
5,500
64
$419K 0.06%
18,719
65
$399K 0.05%
14,610
+200
66
$398K 0.05%
15,744
67
$385K 0.05%
+11,942
68
$369K 0.05%
4,825
69
$357K 0.05%
2,655
70
$353K 0.05%
9,180
+180
71
$343K 0.05%
1,761
72
$340K 0.05%
3,143
73
$328K 0.04%
5,070
74
$324K 0.04%
6,687
75
$315K 0.04%
4,035
1 2
3
4 5