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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.02%
5,468
127
$226K 0.02%
1,720
-163
128
$225K 0.02%
2,614
129
$220K 0.02%
6,123
+272
130
$220K 0.02%
+808
131
$219K 0.02%
+1,745
132
$218K 0.02%
1,400
133
$216K 0.02%
+2,294
134
$216K 0.02%
+621
135
$216K 0.02%
5,029
-40
136
$215K 0.02%
+1,760
137
$214K 0.02%
+1,619
138
$214K 0.02%
+3,588
139
$212K 0.02%
+8,378
140
$210K 0.02%
+6,106
141
$210K 0.02%
+7,770
142
$207K 0.02%
+3,845
143
$207K 0.02%
+569
144
$204K 0.02%
+2,808
145
$203K 0.02%
+391
146
$201K 0.02%
+2,563
147
$95.6K 0.01%
10,276
148
$67.1K 0.01%
19,501
149
$40.8K ﹤0.01%
1,050
150
– –
-7,190
3 4 5
6
7