BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.5M
3
+$12.6M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.3M

Top Sells

1
+$25.1M
2
+$23.1M
3
+$15.6M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$13.2M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$11.3M

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 2.95%
3 Financials 0.86%
4 Communication Services 0.57%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.04%
2,631
-24
77
$262K 0.04%
6,687
78
$261K 0.04%
4,035
79
$96K 0.02%
10,276
80
$70K 0.01%
+119
81
$64K 0.01%
1,043
82
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83
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1 2 3
4
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