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
$624M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.5M
3
+$12.6M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.3M

Top Sells

1
+$25.1M
2
+$23.1M
3
+$15.6M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$13.2M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$11.3M

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 2.95%
3 Financials 0.86%
4 Communication Services 0.57%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.08%
2,999
+44
52
$488K 0.08%
3,455
-10
53
$473K 0.08%
2,683
-1
54
$460K 0.07%
2,063
55
$447K 0.07%
8,805
+63
56
$443K 0.07%
1,168
57
$432K 0.07%
842
58
$421K 0.07%
3,190
59
$409K 0.07%
9,803
+12
60
$399K 0.06%
5,148
61
$383K 0.06%
3,768
-247,028
62
$380K 0.06%
8,300
63
$377K 0.06%
5,275
+450
64
$360K 0.06%
12,202
+260
65
$340K 0.05%
2,109
66
$329K 0.05%
15,744
67
$325K 0.05%
18,838
+119
68
$321K 0.05%
5,500
69
$306K 0.05%
1,761
70
$298K 0.05%
1,326
+27
71
$284K 0.05%
3,161
+18
72
$283K 0.05%
1,032
73
$279K 0.04%
13,322
-4,242
74
$277K 0.04%
645
75
$275K 0.04%
+9,299
1 2
3
4 5