BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+5.07%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$1.12B
AUM Growth
+$66M
(+6.3%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
69.12%
Holding
159
New
11
Increased
56
Reduced
49
Closed
6
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$5.36M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$5.27M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.86M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$3.75M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$3.3M |
Top Sells
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Consumer Discretionary | 2.31% |
| 3 | Financials | 0.92% |
| 4 | Healthcare | 0.42% |
| 5 | Communication Services | 0.4% |
