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
$745M
AUM Growth
+$928K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.5M
3
+$22.5M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$16.2M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$15.6M

Top Sells

1
+$34.3M
2
+$14.4M
3
+$12.6M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$11.9M
5
VIS icon
Vanguard Industrials ETF
VIS
+$11.4M

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 3.52%
3 Financials 0.94%
4 Communication Services 0.66%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.04%
17,564
-705
77
$311K 0.04%
5,454
+247
78
$309K 0.04%
1,032
-38
79
$291K 0.04%
1,556
-52
80
$285K 0.04%
+645
81
$283K 0.04%
2,065
82
$268K 0.04%
+7,005
83
$260K 0.03%
6,788
84
$257K 0.03%
2,023
85
$256K 0.03%
3,404
-40
86
$255K 0.03%
5,450
-59
87
$240K 0.03%
786
88
$237K 0.03%
+981
89
$227K 0.03%
+554
90
$221K 0.03%
+996
91
$218K 0.03%
+3,107
92
$214K 0.03%
+2,929
93
$211K 0.03%
+2,114
94
$207K 0.03%
499
-144
95
$203K 0.03%
+1,062
96
$203K 0.03%
+2,418
97
$201K 0.03%
+1,400
98
$201K 0.03%
+1,318
99
$106K 0.01%
+10,276
100
$69K 0.01%
1,043
-16
1 2 3
4
5