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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$317K 0.03%
6,274
+1,000
102
$315K 0.03%
5,184
103
$297K 0.03%
1,584
+28
104
$295K 0.03%
4,981
105
$286K 0.03%
1,940
+160
106
$280K 0.03%
699
+1
107
$272K 0.03%
2,840
108
$268K 0.03%
15,976
+996
109
$267K 0.03%
1,564
-3
110
$265K 0.03%
18,432
-273
111
$262K 0.03%
2,277
-8
112
$255K 0.03%
6,788
113
$253K 0.03%
4,815
-153
114
$248K 0.03%
1,136
115
$246K 0.03%
1,883
-341
116
$243K 0.03%
510
117
$241K 0.03%
548
-3
118
$240K 0.03%
5,473
+171
119
$239K 0.03%
786
120
$237K 0.03%
4,720
121
$236K 0.03%
4,500
122
$234K 0.03%
791
+13
123
$228K 0.02%
4,635
124
$226K 0.02%
3,360
125
$225K 0.02%
5,468
-40
2 3 4
5
6