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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.03%
5,184
102
$318K 0.03%
+9,468
103
$313K 0.03%
6,274
104
$303K 0.03%
2,134
+194
105
$290K 0.03%
4,816
+1
106
$290K 0.03%
791
107
$289K 0.03%
2,277
108
$289K 0.03%
2,840
109
$288K 0.03%
700
+1
110
$286K 0.03%
6,788
111
$286K 0.03%
1,564
112
$285K 0.03%
16,221
+245
113
$284K 0.03%
2,026
-26
114
$272K 0.03%
1,136
115
$269K 0.03%
17,032
-1,400
116
$260K 0.03%
819
+33
117
$251K 0.02%
6,518
118
$245K 0.02%
4,500
119
$245K 0.02%
3,360
120
$245K 0.02%
3,972
-125
121
$241K 0.02%
+5,732
122
$238K 0.02%
5,492
+19
123
$236K 0.02%
4,720
124
$233K 0.02%
548
125
$232K 0.02%
510
3 4
5
6 7