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
$400M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$7.52M
3
+$2.27M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.51M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.24M

Top Sells

1
+$8.26M
2
+$6.71M
3
+$5.93M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M
5
SBIO icon
ALPS Medical Breakthroughs ETF
SBIO
+$3.29M

Sector Composition

1 Technology 1.32%
2 Financials 0.96%
3 Communication Services 0.53%
4 Industrials 0.53%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-19,970
77
– –
-82,698
78
– –
0
1 2 3
4