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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$489K 0.04%
22,331
77
$482K 0.04%
2,078
-470
78
$478K 0.04%
7,815
79
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80
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8,228
81
$468K 0.04%
2,570
+4
82
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5,106
+96
83
$455K 0.04%
1,745
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84
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5,060
85
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6,259
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86
$442K 0.04%
2,898
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87
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88
$420K 0.04%
3,906
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89
$410K 0.04%
1,708
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90
$398K 0.03%
+434
91
$394K 0.03%
6,660
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92
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94
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8,556
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95
$358K 0.03%
3,036
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96
$358K 0.03%
1,207
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97
$339K 0.03%
9,181
-1,024
98
$338K 0.03%
6,430
-50
99
$331K 0.03%
1,227
+91
100
$326K 0.03%
2,255
-22
2 3
4
5 6