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
$694M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$22.9M
2 +$21.7M
3 +$20.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$15.8M
5
VDE icon
Vanguard Energy ETF
VDE
+$14.9M

Sector Composition

1 Technology 5.37%
2 Consumer Discretionary 1.56%
3 Financials 0.81%
4 Healthcare 0.39%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,754
102
-1,335
103
-234
104
-9,180