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
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.02%
3,745
127
$258K 0.02%
3,588
128
$254K 0.02%
1,282
+24
129
$254K 0.02%
7,972
130
$251K 0.02%
624
131
$249K 0.02%
1,400
132
$249K 0.02%
+892
133
$241K 0.02%
+3,146
134
$233K 0.02%
2,067
+3
135
$232K 0.02%
3,612
136
$231K 0.02%
322
-7
137
$229K 0.02%
500
+21
138
$226K 0.02%
2,808
139
$222K 0.02%
4,497
140
$221K 0.02%
+1,867
141
$220K 0.02%
4,721
142
$219K 0.02%
+1,279
143
$216K 0.02%
380
144
$216K 0.02%
623
-6
145
$214K 0.02%
726
-15
146
$213K 0.02%
+5,323
147
$212K 0.02%
+857
148
$209K 0.02%
+2,890
149
$207K 0.02%
+4,660
150
$201K 0.02%
+1,950
3 4 5
6
7