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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.02%
10,070
-400
127
$229K 0.02%
+9,201
128
$227K 0.02%
+1,344
129
$226K 0.02%
3,745
-100
130
$222K 0.02%
+374
131
$221K 0.02%
+425
132
$219K 0.02%
7,866
-2
133
$219K 0.02%
+1,271
134
$216K 0.02%
4,497
-3
135
$215K 0.02%
507
-9
136
$214K 0.02%
+624
137
$214K 0.02%
3,588
138
$213K 0.02%
+193
139
$213K 0.02%
+4,721
140
$211K 0.02%
622
+1
141
$211K 0.02%
2,394
-7
142
$209K 0.02%
2,808
143
$207K 0.02%
+1,860
144
$207K 0.02%
3,604
-241
145
$202K 0.02%
7,565
-205
146
$201K 0.02%
+1,820
147
$98.3K 0.01%
10,276
148
$42.2K ﹤0.01%
19,808
149
– –
-395
150
– –
-4,867
3 4 5
6
7