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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.02%
+1,962
127
$212K 0.02%
+2,614
128
$211K 0.02%
+6,518
129
$209K 0.02%
2,052
-324
130
$208K 0.02%
+4,097
131
$206K 0.02%
5,069
-6,324
132
$203K 0.02%
+1,400
133
$202K 0.02%
+5,851
134
$88.2K 0.01%
+10,276
135
$87.8K 0.01%
+19,501
136
$57.5K 0.01%
+1,050
137
– –
-2,911
138
– –
-6,737
139
– –
-432,677
140
– –
-8,792
141
– –
-6,275
2 3 4 5
6