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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.03%
1,564
-100
102
$303K 0.03%
2,840
103
$300K 0.03%
826
+15
104
$296K 0.03%
1,290
+486
105
$295K 0.03%
786
106
$294K 0.03%
591
+15
107
$293K 0.03%
2,533
+476
108
$288K 0.03%
3,637
-1,964
109
$286K 0.03%
5,732
110
$280K 0.02%
2,226
111
$278K 0.02%
3,605
-2,307
112
$277K 0.02%
1,661
+6
113
$263K 0.02%
6,734
-7,486
114
$261K 0.02%
544
+13
115
$261K 0.02%
2,827
+213
116
$258K 0.02%
15,029
-1,037
117
$257K 0.02%
7,156
+242
118
$256K 0.02%
3,360
119
$249K 0.02%
+354
120
$241K 0.02%
5,468
121
$237K 0.02%
8,378
122
$237K 0.02%
1,422
-9
123
$236K 0.02%
4,720
124
$234K 0.02%
3,081
125
$231K 0.02%
1,400
3 4
5
6 7