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
$757M
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$3.01M
3 +$1.47M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.17M

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 Change
in Stake
Capital Flow
101
$81K 0.01%
10,276
102
$41K 0.01%
1,043
103
-2,114
104
-3,198