BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
1-Year Return
10.23%
This Quarter Return
+7.47%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$1.2B
AUM Growth
+$94M
(+8.5%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
71.36%
Holding
152
New
14
Increased
52
Reduced
44
Closed
10
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| – | – |
-336,922
| Closed | -$26.6M |
|
152
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$195M
| – | – |
-725,828
| Closed | -$26.7M |
|