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
$684M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$23M
3
+$15.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.9M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$8.79M

Top Sells

1
+$12.6M
2
+$5.8M
3
+$5.06M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.13M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$428K

Sector Composition

1 Technology 5.64%
2 Consumer Discretionary 3%
3 Financials 2.95%
4 Communication Services 0.44%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$490K 0.07%
2,999
52
$477K 0.07%
3,553
53
$473K 0.07%
3,980
-2,271
54
$470K 0.07%
2,196
+133
55
$445K 0.07%
3,606
+416
56
$444K 0.06%
3,516
+1
57
$437K 0.06%
3,680
+225
58
$425K 0.06%
842
59
$414K 0.06%
1,153
-15
60
$404K 0.06%
5,148
61
$396K 0.06%
9,819
+16
62
$380K 0.06%
5,275
63
$362K 0.05%
+13,116
64
$360K 0.05%
8,300
65
$355K 0.05%
12,202
66
$354K 0.05%
1,335
+9
67
$346K 0.05%
28,892
-483,932
68
$337K 0.05%
+1,026
69
$332K 0.05%
8,742
-63
70
$318K 0.05%
15,744
71
$302K 0.04%
18,838
72
$294K 0.04%
1,761
73
$293K 0.04%
5,500
74
$286K 0.04%
2,109
75
$282K 0.04%
1,023
-9
1 2
3
4