BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.5M
3
+$12.6M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.3M

Top Sells

1
+$25.1M
2
+$23.1M
3
+$15.6M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$13.2M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$11.3M

Sector Composition

1 Technology 6.07%
2 Consumer Discretionary 2.95%
3 Financials 0.86%
4 Communication Services 0.57%
5 Healthcare 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-554
102
– –
-2,418
103
– –
-996
104
– –
-499
105
– –
-786
106
– –
-267,104
107
– –
-6,788
108
– –
-9,180
1 2 3 4
5