BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375K 0.03%
2,255
102
$361K 0.03%
2,268
103
$357K 0.03%
2,721
104
$357K 0.03%
+8,793
105
$351K 0.03%
7,159
+121
106
$350K 0.03%
1,136
107
$347K 0.03%
363
+1
108
$346K 0.03%
1,003
+41
109
$345K 0.03%
12,218
-802
110
$340K 0.03%
2,539
-99
111
$328K 0.03%
1,518
112
$325K 0.03%
2,840
113
$324K 0.03%
17,345
+2,402
114
$323K 0.02%
2,300
+278
115
$321K 0.02%
1,489
+24
116
$320K 0.02%
536
117
$311K 0.02%
786
118
$307K 0.02%
3,605
119
$296K 0.02%
5,468
120
$283K 0.02%
+1,554
121
$282K 0.02%
579
-6
122
$273K 0.02%
+1,875
123
$271K 0.02%
+6,427
124
$269K 0.02%
8,378
125
$261K 0.02%
2,931
3 4
5
6 7