BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$951K 0.08%
1,289
+100
52
$929K 0.08%
10,436
53
$922K 0.08%
3,127
+4
54
$878K 0.07%
7,126
+153
55
$868K 0.07%
1,397
-1
56
$851K 0.07%
1,092
+1
57
$796K 0.07%
6,122
+14
58
$751K 0.06%
41,402
59
$729K 0.06%
2,052
+122
60
$720K 0.06%
30,252
61
$716K 0.06%
4,046
62
$686K 0.06%
3,561
63
$672K 0.06%
7,157
64
$657K 0.05%
7,605
65
$632K 0.05%
5,779
66
$608K 0.05%
2,361
+601
67
$606K 0.05%
2,200
+192
68
$596K 0.05%
+16,694
69
$595K 0.05%
7,433
-25
70
$594K 0.05%
13,724
+1,530
71
$570K 0.05%
5,070
72
$569K 0.05%
3,914
+48
73
$568K 0.05%
3,564
-36
74
$553K 0.05%
8,228
-35
75
$549K 0.05%
3,837
+2,524
1 2
3
4 5