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
$629M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$6.97M
3
+$2.28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Top Sells

1
+$37.6M
2
+$21.2M
3
+$1.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$798K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$319K

Sector Composition

1 Technology 4.18%
2 Financials 0.86%
3 Communication Services 0.75%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.04%
4,011
+23
77
$200K 0.03%
2,210
-200
78
$69K 0.01%
1,059
79
– –
-15,727
80
– –
-2,910
81
– –
-7,002
82
– –
-6,288
1 2 3
4