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
$757M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$3.01M
3
+$1.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M

Top Sells

1
+$22.3M
2
+$630K
3
+$475K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$370K
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$319K

Sector Composition

1 Technology 6.26%
2 Consumer Discretionary 1.8%
3 Financials 0.81%
4 Communication Services 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.08%
2,331
+268
52
$563K 0.07%
1,370
+216
53
$546K 0.07%
2,999
54
$536K 0.07%
2,830
-238
55
$534K 0.07%
3,596
+78
56
$509K 0.07%
3,688
+501
57
$484K 0.06%
26,472
+14,130
58
$481K 0.06%
5,809
+604
59
$470K 0.06%
995
+153
60
$452K 0.06%
3,455
61
$432K 0.06%
11,853
-406
62
$424K 0.06%
+34,007
63
$421K 0.06%
9,451
-384
64
$417K 0.06%
15,020
-20
65
$408K 0.05%
+22,331
66
$402K 0.05%
10,352
+1,355
67
$396K 0.05%
8,300
68
$396K 0.05%
5,148
69
$393K 0.05%
1,046
+43
70
$369K 0.05%
+1,780
71
$356K 0.05%
15,744
72
$348K 0.05%
4,476
-35
73
$345K 0.05%
1,806
+45
74
$323K 0.04%
5,373
-87
75
$322K 0.04%
2,631
1 2
3
4 5