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
$816M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.38M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.22M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.12M

Top Sells

1
+$6.18M
2
+$2.69M
3
+$1.91M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.5M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$677K

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 2.01%
3 Financials 0.95%
4 Communication Services 0.47%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.05%
11,393
-431
77
$411K 0.05%
+4,341
78
$407K 0.05%
6,807
-1,000
79
$406K 0.05%
3,520
+247
80
$395K 0.05%
12,173
-255
81
$391K 0.05%
1,301
+272
82
$365K 0.04%
4,537
-891
83
$361K 0.04%
1,341
+360
84
$358K 0.04%
+7,815
85
$357K 0.04%
+11,842
86
$355K 0.04%
15,744
87
$347K 0.04%
1,881
+75
88
$344K 0.04%
8,156
-1,541
89
$337K 0.04%
1,467
+45
90
$337K 0.04%
3,275
+181
91
$323K 0.04%
5,070
92
$321K 0.04%
+700
93
$302K 0.04%
+5,060
94
$297K 0.04%
5,184
+36
95
$297K 0.04%
+6,275
96
$293K 0.04%
4,229
97
$284K 0.03%
+5,274
98
$282K 0.03%
3,615
+211
99
$273K 0.03%
6,677
100
$265K 0.03%
+4,968
2 3
4
5 6