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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.02%
6,124
+1
127
$221K 0.02%
5,024
-5
128
$219K 0.02%
6,181
+75
129
$219K 0.02%
8,378
130
$215K 0.02%
+3,081
131
$214K 0.02%
396
+5
132
$214K 0.02%
+6,128
133
$214K 0.02%
3,845
134
$213K 0.02%
1,400
135
$213K 0.02%
2,193
-101
136
$212K 0.02%
1,720
137
$211K 0.02%
3,588
138
$210K 0.02%
515
+5
139
$209K 0.02%
6,670
+152
140
$208K 0.02%
7,770
141
$207K 0.02%
1,669
+50
142
$204K 0.02%
+2,037
143
$203K 0.02%
792
-16
144
$200K 0.02%
535
-165
145
$99K 0.01%
10,276
146
$46K ﹤0.01%
19,808
+307
147
$32K ﹤0.01%
1,145
+95
148
$4K ﹤0.01%
+356
149
– –
-569
150
– –
-5,492
3 4 5
6
7