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
$694M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.4M
3
+$14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$9.99M
5
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$5.17M

Top Sells

1
+$22.9M
2
+$21.7M
3
+$20.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$15.8M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Sector Composition

1 Technology 5.37%
2 Consumer Discretionary 1.56%
3 Financials 0.81%
4 Healthcare 0.39%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.08%
2,999
52
$533K 0.08%
3,518
+2
53
$487K 0.07%
3,455
-225
54
$455K 0.07%
5,205
-70
55
$450K 0.06%
9,835
+16
56
$447K 0.06%
3,187
-419
57
$446K 0.06%
842
58
$443K 0.06%
1,154
+1
59
$440K 0.06%
2,063
-133
60
$430K 0.06%
5,148
61
$425K 0.06%
12,259
-7,854
62
$377K 0.05%
1,761
63
$373K 0.05%
4,511
-261,984
64
$366K 0.05%
8,300
65
$354K 0.05%
8,997
+255
66
$352K 0.05%
1,003
-23
67
$351K 0.05%
2,892
-122,971
68
$344K 0.05%
15,744
69
$323K 0.05%
1,023
70
$323K 0.05%
18,516
-322
71
$316K 0.05%
5,460
-119,822
72
$314K 0.05%
646
73
$308K 0.04%
2,631
74
$276K 0.04%
6,687
75
$272K 0.04%
4,035
1 2
3
4 5