BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.33B
1-Year Est. Return
12.79%
This Fund
S&P 500
1 Year Est. Return
+12.79%
AUM
$1.3B
AUM Growth
+$94.7M
(+7.9%)
Holding
157
Top Buys
| 1 | +$2.92M | |
| 2 | +$1.72M | |
| 3 | +$1.59M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.35M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.05M |
Top Sells
| 1 | +$746K | |
| 2 | +$720K | |
| 3 | +$424K | |
| 4 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
+$353K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Barings BDC
BBDC
$855M
| $90K | 0.01% |
10,276
|
|
||
152
Plug Power
PLUG
$2.95B
| $24K | ﹤0.01% |
10,293
|
|
||
153
Booking.com
BKNG
$138B
| – | – |
-36
|
|
||
|
154
Factset
FDS
$7.87B
| – | – |
-537
|
|
||
155
Coca-Cola
KO
$335B
| – | – |
-3,080
|
|
||
156
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
| – | – |
-8,360
|
|
||
157
Sixth Street Specialty
TSLX
$1.75B
| – | – |
-30,252
|
|