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
$745M
AUM Growth
+$928K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.5M
3
+$22.5M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$16.2M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$15.6M

Top Sells

1
+$34.3M
2
+$14.4M
3
+$12.6M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$11.9M
5
VIS icon
Vanguard Industrials ETF
VIS
+$11.4M

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 3.52%
3 Financials 0.94%
4 Communication Services 0.66%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,744
102
– –
-278,834
103
– –
-61,323
104
– –
-140,520
105
– –
-105,815
106
– –
-59,671
107
– –
-125,422
108
– –
-463,845
109
– –
-13,694
110
– –
-56,364
1 2 3 4
5