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
$684M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$23M
3
+$15.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.9M
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$8.79M

Top Sells

1
+$12.6M
2
+$5.8M
3
+$5.06M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.13M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$428K

Sector Composition

1 Technology 5.64%
2 Consumer Discretionary 3%
3 Financials 2.95%
4 Communication Services 0.44%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.04%
6,687
77
$251K 0.04%
4,035
78
$249K 0.04%
646
+1
79
$241K 0.04%
+9,180
80
$234K 0.03%
+5,070
81
$219K 0.03%
2,631
82
$208K 0.03%
+2,929
83
$208K 0.03%
+3,404
84
$208K 0.03%
+7,754
85
$207K 0.03%
+6,087
86
$206K 0.03%
+4,980
87
$206K 0.03%
+6,788
88
$204K 0.03%
13,322
89
$85K 0.01%
10,276
90
$60K 0.01%
1,043
91
$32K ﹤0.01%
234
+115
92
– –
-701,994
93
– –
-23,509
94
– –
-3,161
1 2 3
4