BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
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
State Street Energy Select Sector SPDR ETF
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%
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-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
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85
$437K 0.04%
5,070
86
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894
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87
$433K 0.04%
7,815
88
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3,522
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89
$431K 0.04%
3,707
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90
$414K 0.04%
1,482
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91
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6,913
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92
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700
93
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1,886
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94
$384K 0.04%
1,679
-33
95
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96
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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