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
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.04%
5,010
+226
102
$401K 0.04%
3,645
-39
103
$400K 0.04%
700
104
$400K 0.04%
1,684
+27
105
$390K 0.03%
6,901
-15
106
$373K 0.03%
4,230
107
$370K 0.03%
10,205
+4,077
108
$356K 0.03%
7,855
+562
109
$345K 0.03%
1,273
-307
110
$341K 0.03%
6,404
+742
111
$332K 0.03%
6,480
+199
112
$330K 0.03%
1,664
+100
113
$320K 0.03%
2,277
114
$317K 0.03%
811
+20
115
$316K 0.03%
2,840
116
$312K 0.03%
1,655
+17
117
$309K 0.03%
3,845
+41
118
$299K 0.03%
1,136
119
$298K 0.03%
576
+12
120
$272K 0.02%
5,732
121
$269K 0.02%
16,066
-967
122
$268K 0.02%
2,614
123
$268K 0.02%
786
124
$262K 0.02%
5,468
125
$257K 0.02%
4,500
3 4
5
6 7