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
$816M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.38M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.22M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.12M

Top Sells

1
+$6.18M
2
+$2.69M
3
+$1.91M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.5M
5
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$677K

Sector Composition

1 Technology 6.37%
2 Consumer Discretionary 2.01%
3 Financials 0.95%
4 Communication Services 0.47%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,276
127
– –
-6,802
128
– –
-3,517
129
– –
-2,288
130
– –
-1,711
131
– –
-5,500
132
– –
-18,781
133
– –
-2,073
134
– –
-1,043
135
– –
-2,834
2 3 4 5
6