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
$624M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

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
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
-2,418
102
-996
103
-786
104
-499
105
-267,104
106
-6,788
107
-84,187
108
-9,180