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
$407M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$12M
3 +$7.87M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.35M

Sector Composition

1 Technology 1.59%
2 Financials 1.05%
3 Industrials 0.43%
4 Communication Services 0.33%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,688
77
-3,960
78
-219,817
79
-7,500