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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$361K 0.03%
1,657
-22
102
$356K 0.03%
+2,234
103
$354K 0.03%
8,908
-429,428
104
$348K 0.03%
3,804
-11
105
$342K 0.03%
4,230
+1
106
$323K 0.03%
4,784
-32
107
$305K 0.03%
2,277
108
$299K 0.03%
7,293
+505
109
$287K 0.03%
6,281
-1,822
110
$286K 0.03%
1,564
111
$283K 0.03%
2,840
112
$283K 0.03%
1,136
113
$269K 0.03%
5,662
-612
114
$263K 0.03%
791
115
$262K 0.02%
5,732
116
$260K 0.02%
1,638
-388
117
$251K 0.02%
564
+16
118
$245K 0.02%
786
-33
119
$242K 0.02%
17,033
+1
120
$239K 0.02%
5,468
121
$235K 0.02%
4,500
122
$235K 0.02%
3,360
123
$235K 0.02%
4,720
124
$229K 0.02%
2,614
125
$229K 0.02%
11,986
-4,235
3 4
5
6 7