BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
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
126
$220K 0.02%
+1,313
127
$220K 0.02%
629
+7
128
$218K 0.02%
4,721
129
$217K 0.02%
7,574
+300
130
$217K 0.02%
3,745
131
$210K 0.02%
3,081
132
$208K 0.02%
2,808
133
$207K 0.02%
3,588
134
$205K 0.02%
+671
135
$204K 0.02%
+5,407
136
$203K 0.02%
+1,527
137
$98K 0.01%
10,276
138
$26.7K ﹤0.01%
19,808
139
– –
-425
140
– –
-5,732
141
– –
-1,820
142
– –
-22,331
143
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-374
144
– –
-1,271
145
– –
-9,201
146
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-1,860
147
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-7,565
148
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-3,360
149
– –
-3,604
150
– –
-624
3 4 5
6
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