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
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$996K 0.09%
1,727
-41
52
$980K 0.09%
2,552
53
$969K 0.09%
+20,143
54
$923K 0.08%
6,115
+11
55
$862K 0.08%
+8,313
56
$862K 0.08%
1,474
+38
57
$789K 0.07%
3,993
-14
58
$779K 0.07%
21,207
-2
59
$777K 0.07%
2,968
-130
60
$767K 0.07%
21,600
-733
61
$762K 0.07%
6,514
+2,206
62
$759K 0.07%
1,438
+194
63
$758K 0.07%
16,061
-543
64
$739K 0.07%
6,075
+86
65
$711K 0.06%
3,215
+44
66
$710K 0.06%
2,330
+99
67
$700K 0.06%
4,011
68
$670K 0.06%
4,086
+435
69
$665K 0.06%
41,402
70
$654K 0.06%
7,157
71
$650K 0.06%
3,561
-19
72
$641K 0.06%
1,097
+8
73
$640K 0.06%
3,697
+67
74
$630K 0.06%
1,101
+129
75
$629K 0.06%
1,551
+78
1 2
3
4 5