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
$816M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.38M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.22M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.12M

Top Sells

1
+$6.18M
2
+$2.69M
3
+$1.91M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.5M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$677K

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 2.01%
3 Financials 0.95%
4 Communication Services 0.47%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.03%
+698
102
$259K 0.03%
4,981
103
$253K 0.03%
+2,840
104
$244K 0.03%
+1,567
105
$238K 0.03%
+2,224
106
$236K 0.03%
2,285
107
$235K 0.03%
5,302
-202
108
$232K 0.03%
1,556
109
$231K 0.03%
+4,720
110
$226K 0.03%
6,737
-65
111
$225K 0.03%
6,788
112
$225K 0.03%
14,980
+1,081
113
$223K 0.03%
+510
114
$222K 0.03%
+4,500
115
$222K 0.03%
1,136
116
$216K 0.03%
5,508
+40
117
$212K 0.03%
+778
118
$212K 0.03%
786
119
$210K 0.03%
+2,376
120
$209K 0.03%
1,780
-170
121
$205K 0.03%
+4,635
122
$202K 0.02%
2,911
123
$202K 0.02%
+3,360
124
$201K 0.02%
551
125
$201K 0.02%
18,705
-12
2 3 4
5
6