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
$438M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$13.1M
3
+$9.91M
4
VFH icon
Vanguard Financials ETF
VFH
+$3.84M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.09M

Top Sells

1
+$17.8M
2
+$13.5M
3
+$7.43M
4
VB icon
Vanguard Small-Cap ETF
VB
+$6.66M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$5.57M

Sector Composition

1 Technology 2.03%
2 Financials 1.04%
3 Communication Services 0.78%
4 Industrials 0.45%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.05%
+5,070
77
$204K 0.05%
+2,157
78
$204K 0.05%
+4,500
79
$190K 0.04%
4,375
+893
80
$76K 0.02%
1,059
-9
81
– –
-1,119
82
– –
-19,292
83
– –
-41,940
1 2 3
4