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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.07%
41,402
52
$779K 0.07%
1,446
+8
53
$770K 0.07%
1,978
+427
54
$746K 0.07%
6,182
+107
55
$737K 0.06%
6,399
-115
56
$715K 0.06%
6,096
-19
57
$711K 0.06%
4,003
+10
58
$711K 0.06%
4,199
+188
59
$710K 0.06%
3,228
+13
60
$704K 0.06%
1,202
+101
61
$684K 0.06%
2,358
+28
62
$679K 0.06%
1,342
-132
63
$677K 0.06%
3,561
64
$644K 0.06%
30,252
65
$635K 0.06%
7,157
66
$634K 0.06%
3,781
+84
67
$618K 0.05%
8,300
68
$597K 0.05%
1,891
+286
69
$579K 0.05%
6,876
-1,437
70
$537K 0.05%
1,106
+9
71
$526K 0.05%
13,161
-104
72
$524K 0.05%
3,738
+264
73
$518K 0.05%
5,070
74
$514K 0.05%
900
+200
75
$493K 0.04%
4,085
-1
1 2
3
4 5