BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.02%
3,745
127
$235K 0.02%
2,931
-150
128
$234K 0.02%
3,588
129
$233K 0.02%
+7,972
130
$229K 0.02%
741
+70
131
$228K 0.02%
+624
132
$219K 0.02%
4,497
133
$218K 0.02%
+3,080
134
$218K 0.02%
4,721
135
$216K 0.02%
629
136
$214K 0.02%
2,064
-521
137
$214K 0.02%
+380
138
$213K 0.02%
2,808
139
$208K 0.02%
+36
140
$204K 0.02%
8,360
-238,660
141
$93.9K 0.01%
10,276
142
$15.3K ﹤0.01%
10,293
-9,515
143
– –
-6,734
144
– –
-8,080
145
– –
-343,670
146
– –
-5,407
147
– –
-8,819
148
– –
-6,473
149
– –
-4,720
150
– –
-582
3 4 5
6
7