BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
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
+$3.97M
2
+$2M
3
+$1.68M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.65M

Top Sells

1
+$1.41M
2
+$1.41M
3
+$921K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$793K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$661K

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
– –
-5,732
140
– –
-1,820
141
– –
-22,331
142
– –
-374
143
– –
-1,271
144
– –
-9,201
145
– –
-1,860
146
– –
-7,565
147
– –
-3,360
148
– –
-3,604
149
– –
-624
150
– –
-7,866
3 4 5
6
7