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
$757M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$3.01M
3
+$1.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M

Top Sells

1
+$22.3M
2
+$630K
3
+$475K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$370K
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$319K

Sector Composition

1 Technology 6.26%
2 Consumer Discretionary 1.8%
3 Financials 0.81%
4 Communication Services 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.04%
673
+27
77
$301K 0.04%
1,023
78
$286K 0.04%
5,070
79
$285K 0.04%
3,404
80
$283K 0.04%
1,256
+245
81
$282K 0.04%
4,035
82
$269K 0.04%
8,387
+1,599
83
$262K 0.03%
13,653
+331
84
$259K 0.03%
8,073
85
$256K 0.03%
1,556
86
$253K 0.03%
2,223
-669
87
$249K 0.03%
6,687
88
$249K 0.03%
2,276
+25
89
$239K 0.03%
2,463
+201
90
$238K 0.03%
4,981
+1
91
$237K 0.03%
981
92
$234K 0.03%
18,706
+190
93
$232K 0.03%
+2,319
94
$224K 0.03%
5,500
95
$213K 0.03%
3,086
+157
96
$212K 0.03%
+1,135
97
$209K 0.03%
+6,785
98
$207K 0.03%
+2,718
99
$202K 0.03%
+952
100
$202K 0.03%
+2,911
1 2 3
4
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