BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.03%
2,840
102
$319K 0.03%
2,268
+101
103
$311K 0.03%
1,518
-4
104
$308K 0.03%
585
-30
105
$308K 0.03%
7,414
-160
106
$305K 0.03%
536
-39
107
$300K 0.03%
962
-182
108
$298K 0.02%
1,364
-262
109
$296K 0.02%
+1,465
110
$296K 0.02%
7,038
+64
111
$294K 0.02%
3,605
112
$292K 0.02%
7,171
-171,017
113
$285K 0.02%
786
114
$283K 0.02%
+534
115
$273K 0.02%
362
-60
116
$272K 0.02%
+329
117
$270K 0.02%
5,468
118
$267K 0.02%
2,022
-306
119
$260K 0.02%
14,943
+1,001
120
$254K 0.02%
+3,612
121
$250K 0.02%
8,378
122
$249K 0.02%
1,258
+10
123
$244K 0.02%
1,400
124
$244K 0.02%
479
-39
125
$240K 0.02%
537
-10
3 4
5
6 7