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
$816M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.38M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.22M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.12M

Top Sells

1
+$6.18M
2
+$2.69M
3
+$1.91M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.5M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$677K

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 2.01%
3 Financials 0.95%
4 Communication Services 0.47%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$679K 0.08%
2,493
-16
52
$644K 0.08%
6,946
+769
53
$637K 0.08%
2,546
+153
54
$626K 0.08%
20,421
-37
55
$620K 0.08%
+1,153
56
$618K 0.08%
30,252
-500
57
$616K 0.08%
4,135
+257
58
$613K 0.08%
2,325
+49
59
$581K 0.07%
41,402
-635
60
$561K 0.07%
3,845
+125
61
$527K 0.06%
1,341
+287
62
$518K 0.06%
7,157
-1,513
63
$515K 0.06%
+3,580
64
$514K 0.06%
3,033
+29
65
$510K 0.06%
3,697
+2
66
$507K 0.06%
2,682
-61
67
$503K 0.06%
3,584
+1,178
68
$475K 0.06%
5,255
69
$457K 0.06%
4,397
+184
70
$446K 0.05%
1,090
+386
71
$442K 0.05%
+8,792
72
$442K 0.05%
1,463
+391
73
$435K 0.05%
22,331
74
$428K 0.05%
8,300
75
$427K 0.05%
8,228
+1,940
1 2
3
4 5