BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$539K 0.04%
7,815
77
$530K 0.04%
5,145
-6
78
$528K 0.04%
+10,568
79
$528K 0.04%
5,060
80
$521K 0.04%
3,388
-176
81
$510K 0.04%
4,523
+1,070
82
$498K 0.04%
1,766
+72
83
$484K 0.04%
6,407
+288
84
$476K 0.04%
2,339
+24
85
$471K 0.04%
3,718
-196
86
$471K 0.04%
12,198
+1,465
87
$462K 0.04%
6,966
+15
88
$447K 0.03%
936
89
$446K 0.03%
2,666
+109
90
$429K 0.03%
697
+163
91
$423K 0.03%
7,843
92
$415K 0.03%
4,299
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93
$414K 0.03%
448
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94
$407K 0.03%
1,225
95
$405K 0.03%
9,951
+2,780
96
$401K 0.03%
1,577
-63
97
$400K 0.03%
2,017
-22
98
$399K 0.03%
+10,388
99
$389K 0.03%
1,384
+20
100
$384K 0.03%
7,434
+20
2 3
4
5 6