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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.05%
3,262
-13
77
$470K 0.05%
4,341
78
$468K 0.05%
+22,932
79
$462K 0.05%
8,228
80
$454K 0.05%
4,544
-1,656
81
$448K 0.05%
6,682
-125
82
$448K 0.05%
10,493
-11,534
83
$447K 0.05%
22,331
84
$441K 0.05%
5,255
85
$419K 0.04%
3,521
+1
86
$409K 0.04%
4,438
-99
87
$395K 0.04%
15,744
88
$394K 0.04%
1,881
89
$392K 0.04%
1,504
+37
90
$392K 0.04%
7,815
91
$379K 0.04%
5,070
92
$365K 0.04%
1,712
-970
93
$364K 0.04%
7,190
-18,194
94
$356K 0.04%
700
95
$344K 0.04%
3,815
+200
96
$343K 0.04%
5,060
97
$339K 0.04%
6,880
+203
98
$331K 0.04%
935
-366
99
$329K 0.04%
4,229
100
$322K 0.03%
7,972
-184
2 3
4
5 6