BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.4M
3
+$13.5M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.6M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$6.77M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$7.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.69M

Sector Composition

1 Technology 1.98%
2 Financials 0.75%
3 Communication Services 0.65%
4 Industrials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,153
77
– –
-2,900
78
– –
-220,496
79
– –
-217,643
80
– –
-96,689
81
– –
-6,549
82
– –
-10,900
83
– –
-3,750
1 2 3
4