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
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
126
Chevron
CVX
$313B
$220K 0.02%
+1,313
SHW icon
127
Sherwin-Williams
SHW
$83.3B
$220K 0.02%
629
+7
BBAG icon
128
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
$218K 0.02%
4,721
TQQQ icon
129
ProShares UltraPro QQQ
TQQQ
$29.9B
$217K 0.02%
3,787
+150
LRGF icon
130
iShares US Equity Factor ETF
LRGF
$2.98B
$217K 0.02%
3,745
ONEQ icon
131
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.18B
$210K 0.02%
3,081
IMCV icon
132
iShares Morningstar Mid-Cap Value ETF
IMCV
$847M
$208K 0.02%
2,808
XT icon
133
iShares Future Exponential Technologies ETF
XT
$3.82B
$207K 0.02%
3,588
ADP icon
134
Automatic Data Processing
ADP
$114B
$205K 0.02%
+671
GJAN icon
135
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
$204K 0.02%
+5,407
ABT icon
136
Abbott
ABT
$221B
$203K 0.02%
+1,527
BBDC icon
137
Barings BDC
BBDC
$939M
$98K 0.01%
10,276
PLUG icon
138
Plug Power
PLUG
$3.44B
$26.7K ﹤0.01%
19,808
ANET icon
139
Arista Networks
ANET
$193B
– –
-1,820
ARCC icon
140
Ares Capital
ARCC
$14.2B
– –
-22,331
AXON icon
141
Axon Enterprise
AXON
$57.8B
– –
-374
BX icon
142
Blackstone
BX
$121B
– –
-1,271
CCL icon
143
Carnival Corp
CCL
$38.6B
– –
-9,201
DIS icon
144
Walt Disney
DIS
$201B
– –
-1,860
FMNY icon
145
First Trust New York Municipal High Income ETF
FMNY
$21.5M
– –
-7,565
IMCB icon
146
iShares Morningstar Mid-Cap ETF
IMCB
$1.21B
– –
-3,360
MCHP icon
147
Microchip Technology
MCHP
$34.1B
– –
-3,604
MGK icon
148
Vanguard Mega Cap Growth ETF
MGK
$31.6B
– –
-624
SCHG icon
149
Schwab US Large-Cap Growth ETF
SCHG
$53B
– –
-7,866
SPXL icon
150
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.84B
– –
-1,344
3 4 5
6
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