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
$349M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$11.8M
3
+$11.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$7.15M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$6.73M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$10.4M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$8.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.05M

Sector Composition

1 Technology 1.4%
2 Financials 1.21%
3 Industrials 0.4%
4 Communication Services 0.35%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-750,518
1 2 3
4