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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.08%
2,491
52
$776K 0.08%
17,347
-243
53
$733K 0.07%
4,024
54
$716K 0.07%
1,448
+112
55
$713K 0.07%
16,503
-91
56
$693K 0.07%
20,588
+215
57
$663K 0.07%
19,591
+3,930
58
$651K 0.06%
41,402
59
$648K 0.06%
30,252
60
$642K 0.06%
3,942
+280
61
$634K 0.06%
2,250
-10
62
$632K 0.06%
19,013
+254
63
$627K 0.06%
3,580
64
$609K 0.06%
3,191
-166
65
$607K 0.06%
3,362
+100
66
$602K 0.06%
1,253
-130
67
$598K 0.06%
7,157
68
$590K 0.06%
3,637
-155
69
$582K 0.06%
13,865
-406
70
$564K 0.06%
12,450
+1,957
71
$563K 0.06%
6,124
-319
72
$558K 0.05%
1,455
+1
73
$540K 0.05%
+14,981
74
$540K 0.05%
3,083
-22
75
$532K 0.05%
8,300
1 2
3
4 5