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
$694M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$25.4M
3
+$14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$9.99M
5
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$5.17M

Top Sells

1
+$22.9M
2
+$21.7M
3
+$20.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$15.8M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Sector Composition

1 Technology 5.37%
2 Consumer Discretionary 1.56%
3 Financials 0.81%
4 Healthcare 0.39%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.04%
+981
77
$248K 0.04%
+2,251
78
$248K 0.04%
8,073
-4,129
79
$245K 0.04%
13,322
80
$239K 0.03%
3,404
81
$237K 0.03%
5,070
82
$232K 0.03%
6,788
83
$230K 0.03%
+1,556
84
$220K 0.03%
+15,040
85
$220K 0.03%
+12,342
86
$212K 0.03%
5,500
87
$211K 0.03%
2,929
88
$210K 0.03%
+1,011
89
$204K 0.03%
4,980
90
$204K 0.03%
+2,262
91
$203K 0.03%
+3,198
92
$201K 0.03%
+2,114
93
$83.7K 0.01%
10,276
94
$60.9K 0.01%
1,043
95
– –
-28,892
96
– –
-5,936
97
– –
-13,116
98
– –
-6,087
99
– –
-2,109
100
– –
-777,621
1 2 3
4
5