BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.07%
3,933
-70
52
$786K 0.07%
1,398
+8
53
$776K 0.07%
3,123
-105
54
$770K 0.07%
41,402
55
$757K 0.07%
2,920
-137
56
$738K 0.07%
6,108
+12
57
$733K 0.07%
2,345
-13
58
$727K 0.07%
1,984
+6
59
$699K 0.06%
4,046
-153
60
$685K 0.06%
1,189
-13
61
$677K 0.06%
30,252
62
$676K 0.06%
1,930
+39
63
$670K 0.06%
7,157
64
$614K 0.06%
3,600
-181
65
$613K 0.06%
3,561
66
$607K 0.05%
6,973
+97
67
$604K 0.05%
5,779
-620
68
$599K 0.05%
1,144
-198
69
$596K 0.05%
3,866
+128
70
$553K 0.05%
12,194
-967
71
$550K 0.05%
1,765
+20
72
$546K 0.05%
7,605
-695
73
$535K 0.05%
7,458
+716
74
$501K 0.05%
8,263
+35
75
$501K 0.05%
1,122
+16
1 2
3
4 5