BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+7.64%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$757M
AUM Growth
+$757M
(+9.1%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
63.42%
Holding
104
New
10
Increased
48
Reduced
23
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.26% |
| 2 | Consumer Discretionary | 1.8% |
| 3 | Financials | 0.81% |
| 4 | Communication Services | 0.45% |
| 5 | Healthcare | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Barings BDC
BBDC
$1.04B
| $81K | 0.01% | 10,276 | – | – |
|
102
SiriusXM
SIRI
$7.96B
| $41K | 0.01% | 10,429 | – | – |
|
103
American Electric Power
AEP
$59.4B
| – | – | -2,114 | Closed | -$201K |
|
104
Coca-Cola
KO
$297B
| – | – | -3,198 | Closed | -$203K |
|