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
$826M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.79M
3
+$2.72M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.35M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.04M

Top Sells

1
+$12.3M
2
+$1.4M
3
+$1.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$879K
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$457K

Sector Composition

1 Technology 6.97%
2 Consumer Discretionary 2.08%
3 Financials 0.83%
4 Communication Services 0.5%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.03%
13,899
+246
102
$221K 0.03%
+551
103
$220K 0.03%
5,500
104
$218K 0.03%
981
105
$212K 0.03%
2,911
106
$212K 0.03%
+3,517
107
$204K 0.02%
+1,711
108
$203K 0.02%
+2,073
109
$195K 0.02%
+18,781
110
$173K 0.02%
18,717
+11
111
$80.6K 0.01%
10,276
112
$47.2K 0.01%
1,043
113
– –
-952
114
– –
-3,086
115
– –
-2,718
116
– –
-2,319
117
– –
-770,964
1 2 3 4
5