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
$583M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$7.25M
3 +$1.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.17M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.14M

Top Sells

1 +$13.3M
2 +$1.05M
3 +$619K
4
AAPL icon
Apple
AAPL
+$373K
5
LMT icon
Lockheed Martin
LMT
+$230K

Sector Composition

1 Technology 2.64%
2 Communication Services 0.63%
3 Financials 0.62%
4 Consumer Discretionary 0.42%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,482