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
$720M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.2M
3
+$10.2M
4
VIS icon
Vanguard Industrials ETF
VIS
+$9.87M
5
VAW icon
Vanguard Materials ETF
VAW
+$9.55M

Top Sells

1
+$337K
2
+$283K
3
+$256K
4
AXP icon
American Express
AXP
+$247K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$247K

Sector Composition

1 Technology 3.87%
2 Financials 0.76%
3 Communication Services 0.69%
4 Consumer Discretionary 0.44%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.04%
2,874
77
$269K 0.04%
+820
78
$261K 0.04%
2,390
79
$258K 0.04%
+2,391
80
$255K 0.04%
6,788
81
$251K 0.03%
4,825
82
$65K 0.01%
1,059
83
– –
-2,162
84
– –
-1,492
85
– –
-3,823
86
– –
-4,011
87
– –
-2,210
88
– –
-786
89
– –
-2,175
90
– –
-4,193
1 2 3
4