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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$875K 0.08%
10,430
+1
52
$772K 0.07%
22,333
+12,865
53
$764K 0.07%
16,604
-743
54
$756K 0.07%
21,209
+621
55
$731K 0.07%
1,436
-12
56
$687K 0.07%
4,007
-17
57
$680K 0.06%
19,580
-11
58
$671K 0.06%
41,402
59
$645K 0.06%
30,252
60
$644K 0.06%
4,011
+69
61
$641K 0.06%
18,958
-55
62
$622K 0.06%
1,244
-9
63
$613K 0.06%
3,098
+582
64
$608K 0.06%
5,989
-135
65
$606K 0.06%
3,580
66
$600K 0.06%
7,157
67
$598K 0.06%
3,630
-7
68
$592K 0.06%
3,651
+289
69
$582K 0.06%
12,451
+1
70
$568K 0.05%
2,231
-19
71
$554K 0.05%
14,934
-47
72
$548K 0.05%
3,171
-20
73
$542K 0.05%
13,152
-713
74
$537K 0.05%
8,300
75
$532K 0.05%
1,705
+20
1 2
3
4 5