BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.08%
6,407
-719
52
$1.01M 0.08%
1,507
+110
53
$975K 0.08%
1,327
+38
54
$954K 0.07%
10,435
-1
55
$871K 0.07%
2,895
+534
56
$859K 0.07%
3,045
-82
57
$834K 0.06%
6,134
+12
58
$831K 0.06%
1,089
-3
59
$755K 0.06%
4,041
-5
60
$745K 0.06%
3,561
61
$710K 0.05%
41,402
62
$710K 0.05%
2,079
+27
63
$700K 0.05%
2,123
-77
64
$684K 0.05%
7,193
+36
65
$679K 0.05%
5,712
-67
66
$660K 0.05%
7,605
67
$645K 0.05%
17,563
+869
68
$639K 0.05%
5,070
69
$631K 0.05%
7,534
+101
70
$631K 0.05%
9,226
+1,697
71
$612K 0.05%
3,782
+109
72
$597K 0.05%
13,589
-135
73
$595K 0.05%
3,829
-8
74
$587K 0.05%
8,228
75
$575K 0.04%
1,151
+34
1 2
3
4 5