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
$826M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.79M
3
+$2.72M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.35M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.04M

Top Sells

1
+$12.3M
2
+$1.4M
3
+$1.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$879K
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$457K

Sector Composition

1 Technology 6.97%
2 Consumer Discretionary 2.08%
3 Financials 0.83%
4 Communication Services 0.5%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.04%
+3,273
77
$352K 0.04%
+3,094
78
$338K 0.04%
1,422
+166
79
$333K 0.04%
1,072
+49
80
$332K 0.04%
5,070
81
$324K 0.04%
704
+31
82
$322K 0.04%
2,406
-1,049
83
$320K 0.04%
2,834
+611
84
$309K 0.04%
4,229
+194
85
$305K 0.04%
3,404
86
$295K 0.04%
+1,029
87
$285K 0.03%
6,677
-10
88
$271K 0.03%
1,556
89
$271K 0.03%
+6,288
90
$269K 0.03%
4,981
91
$253K 0.03%
2,288
-343
92
$249K 0.03%
+1,950
93
$244K 0.03%
2,285
-178
94
$230K 0.03%
1,136
+1
95
$230K 0.03%
6,802
-1,271
96
$229K 0.03%
6,788
-1,599
97
$229K 0.03%
+5,504
98
$223K 0.03%
6,802
+17
99
$223K 0.03%
+786
100
$222K 0.03%
+5,468
1 2 3
4
5