BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.04%
7,529
+417
77
$521K 0.04%
3,673
-140
78
$517K 0.04%
1,117
-5
79
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5,151
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80
$500K 0.04%
7,815
81
$490K 0.04%
5,060
82
$474K 0.04%
2,315
-162
83
$473K 0.04%
1,694
-71
84
$448K 0.04%
1,922
-36
85
$437K 0.04%
441
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86
$425K 0.04%
6,119
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87
$411K 0.03%
7,843
+70
88
$409K 0.03%
6,951
+189
89
$397K 0.03%
+10,733
90
$391K 0.03%
1,225
+12
91
$389K 0.03%
1,640
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92
$388K 0.03%
4,219
93
$377K 0.03%
13,020
+3,650
94
$373K 0.03%
2,557
-21
95
$372K 0.03%
3,453
-75
96
$363K 0.03%
936
+139
97
$359K 0.03%
2,638
+1,111
98
$346K 0.03%
2,721
99
$345K 0.03%
2,255
100
$324K 0.03%
1,136
2 3
4
5 6