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
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.02%
3,360
127
$249K 0.02%
2,057
+20
128
$247K 0.02%
6,914
+244
129
$244K 0.02%
531
+16
130
$244K 0.02%
+1,431
131
$238K 0.02%
4,720
132
$237K 0.02%
+621
133
$237K 0.02%
1,400
134
$232K 0.02%
2,226
+33
135
$232K 0.02%
8,378
136
$230K 0.02%
10,470
-1,516
137
$226K 0.02%
3,845
138
$224K 0.02%
+804
139
$223K 0.02%
4,867
-157
140
$221K 0.02%
3,081
141
$220K 0.02%
5,815
-309
142
$218K 0.02%
3,588
143
$216K 0.02%
516
-19
144
$215K 0.02%
+2,808
145
$212K 0.02%
7,770
146
$212K 0.02%
+2,943
147
$208K 0.02%
+1,950
148
$205K 0.02%
395
-1
149
$205K 0.02%
+7,868
150
$204K 0.02%
792
3 4 5
6
7