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
$620M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.26M
3
+$849K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$813K
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$687K

Top Sells

1
+$1.07M
2
+$292K
3
+$231K
4
LUV icon
Southwest Airlines
LUV
+$204K
5
QCOM icon
Qualcomm
QCOM
+$201K

Sector Composition

1 Technology 2.79%
2 Financials 0.83%
3 Communication Services 0.77%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.04%
+6,788
77
$225K 0.04%
1,588
-27
78
$214K 0.03%
+726
79
$211K 0.03%
+1,492
80
$208K 0.03%
+2,410
81
$65K 0.01%
1,059
82
– –
-19,289
83
– –
-4,370
84
– –
-1,318
85
– –
-2,898
86
– –
-1,053
1 2 3
4