BFG
Bouchey Financial Group Portfolio holdings
AUM $1.11B
This Quarter Return
-3.54%
1 Year Return
+6.35%
3 Year Return
+17.3%
5 Year Return
+89.32%
10 Year Return
+135.83%
AUM
$1.11B
AUM Growth
-$35.7M (-3%)
Cap. Flow
+$8.85M
Cap. Flow % of AUM
0.8%
Top 10 Holdings %Top 10 Hldgs %
70.6%
Holding
153
New
5
Increased
54
Reduced
52
Closed
15
Top Buys
| 1 | $3.77M | |
| 2 | $2.03M | |
| 3 | $1.7M | |
| 4 | $1.69M | |
| 5 | $1.57M |
Top Sells
| 1 | $1.37M | |
| 2 | $1.28M | |
| 3 | $847K | |
| 4 | $714K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -2,394 | Closed | -$211K | |||
| – | – | -425 | Closed | -$221K | |||
| – | – | -5,732 | Closed | -$286K |
