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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.08%
1,336
-16
52
$688K 0.07%
16,594
-10,155
53
$672K 0.07%
1,153
54
$670K 0.07%
2,260
-65
55
$667K 0.07%
20,373
-48
56
$654K 0.07%
2,633
+87
57
$653K 0.07%
30,252
58
$624K 0.07%
4,024
-111
59
$608K 0.07%
6,443
-503
60
$604K 0.06%
1,383
+42
61
$602K 0.06%
18,759
+6,917
62
$589K 0.06%
3,580
63
$571K 0.06%
41,402
64
$558K 0.06%
7,157
65
$556K 0.06%
3,792
-53
66
$549K 0.06%
3,357
-227
67
$547K 0.06%
3,662
-35
68
$538K 0.06%
14,271
+2,098
69
$528K 0.06%
3,105
+72
70
$516K 0.06%
4,397
71
$504K 0.05%
1,454
-9
72
$502K 0.05%
+15,661
73
$501K 0.05%
8,300
74
$485K 0.05%
1,685
+344
75
$484K 0.05%
1,068
-22
1 2
3
4 5