BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.03%
2,255
102
$308K 0.03%
575
-325
103
$295K 0.03%
1,522
-42
104
$292K 0.03%
1,136
-91
105
$282K 0.03%
2,585
-242
106
$274K 0.02%
3,605
107
$270K 0.02%
6,974
-182
108
$265K 0.02%
9,370
-700
109
$264K 0.02%
422
+68
110
$263K 0.02%
797
-29
111
$257K 0.02%
194
+1
112
$256K 0.02%
1,248
-42
113
$256K 0.02%
786
114
$256K 0.02%
6,734
115
$253K 0.02%
2,167
-59
116
$249K 0.02%
547
+3
117
$247K 0.02%
5,468
118
$244K 0.02%
518
+11
119
$244K 0.02%
1,400
120
$237K 0.02%
4,497
121
$236K 0.02%
4,720
122
$227K 0.02%
1,626
+204
123
$226K 0.02%
8,378
124
$223K 0.02%
13,942
-1,087
125
$222K 0.02%
+6,473
3 4
5
6 7