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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$501K 0.05%
+15,762
77
$486K 0.05%
1,069
+1
78
$483K 0.05%
8,228
79
$479K 0.05%
1,685
80
$477K 0.05%
3,847
-550
81
$476K 0.05%
4,308
-33
82
$465K 0.05%
22,331
83
$442K 0.04%
2,516
-117
84
$437K 0.04%
6,006
-676
85
$437K 0.04%
5,070
86
$434K 0.04%
894
-41
87
$433K 0.04%
7,815
88
$432K 0.04%
3,522
+1
89
$431K 0.04%
3,707
-837
90
$414K 0.04%
1,482
-22
91
$401K 0.04%
6,913
+33
92
$390K 0.04%
700
93
$387K 0.04%
1,886
+5
94
$384K 0.04%
1,679
-33
95
$382K 0.04%
3,735
-703
96
$382K 0.04%
5,060
97
$361K 0.04%
1,584
98
$356K 0.04%
4,229
99
$354K 0.03%
8,103
+131
100
$342K 0.03%
3,815
2 3
4
5 6