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
$826M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.79M
3
+$2.72M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.35M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.04M

Top Sells

1
+$12.3M
2
+$1.4M
3
+$1.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$879K
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$457K

Sector Composition

1 Technology 6.97%
2 Consumer Discretionary 2.08%
3 Financials 0.83%
4 Communication Services 0.5%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.08%
2,393
+613
52
$603K 0.07%
6,177
+184
53
$577K 0.07%
1,295
-75
54
$575K 0.07%
30,752
+4,280
55
$565K 0.07%
3,720
+124
56
$556K 0.07%
3,004
+5
57
$545K 0.07%
2,743
-87
58
$534K 0.06%
42,037
+8,030
59
$525K 0.06%
3,695
+7
60
$522K 0.06%
3,878
61
$488K 0.06%
7,807
+2,434
62
$484K 0.06%
1,008
+13
63
$478K 0.06%
4,458
+2,182
64
$462K 0.06%
12,428
+2,076
65
$457K 0.06%
11,824
-29
66
$450K 0.05%
+4,213
67
$441K 0.05%
5,428
+952
68
$439K 0.05%
9,697
+246
69
$429K 0.05%
1,054
+8
70
$427K 0.05%
5,255
-554
71
$420K 0.05%
8,300
72
$420K 0.05%
22,331
73
$382K 0.05%
5,148
74
$375K 0.05%
1,806
75
$373K 0.05%
15,744
1 2
3
4 5