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
+$17.1M
2
+$16.9M
3
+$13.8M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$12.3M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$8.08M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$8.65M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.36M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.48M

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
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77
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78
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79
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-1,574
80
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-9,658
81
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-3,890
82
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-2,900
83
– –
-220,496
1 2 3
4