BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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