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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.05%
15,669
-93
77
$508K 0.05%
1,089
+20
78
$506K 0.05%
1,473
+18
79
$490K 0.05%
972
+78
80
$483K 0.05%
3,922
+75
81
$482K 0.05%
8,228
82
$478K 0.05%
5,070
83
$470K 0.04%
2,855
-228
84
$465K 0.04%
22,331
85
$459K 0.04%
4,308
86
$446K 0.04%
3,881
+174
87
$444K 0.04%
7,815
88
$436K 0.04%
5,916
+1,944
89
$428K 0.04%
2,526
+392
90
$420K 0.04%
5,912
-94
91
$412K 0.04%
3,480
-42
92
$411K 0.04%
5,060
93
$410K 0.04%
6,916
+3
94
$407K 0.04%
1,910
+24
95
$402K 0.04%
1,533
+51
96
$375K 0.04%
700
97
$370K 0.04%
5,237
+53
98
$368K 0.04%
3,684
-51
99
$365K 0.03%
1,580
-4
100
$361K 0.03%
+2,250
2 3
4
5 6