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
$187M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$4.8M
3
+$4.78M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.33M

Top Sells

1
+$5.29M
2
+$4.58M
3
+$4.12M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3.19M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.89M

Sector Composition

1 Technology 3.07%
2 Industrials 2.54%
3 Financials 1.63%
4 Healthcare 0.54%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 8.02%
159,534
-48,736
2
$14.7M 7.89%
4,729,104
-802,128
3
$11.8M 6.33%
472,976
-45,784
4
$9.57M 5.13%
990,294
+693,414
5
$7.26M 3.89%
37,090
-6,127
6
$5.74M 3.07%
246,880
+1,460
7
$5.71M 3.06%
112,398
+31,575
8
$5.45M 2.92%
72,787
+2,360
9
$5.45M 2.92%
136,453
+26,208
10
$5.39M 2.89%
89,908
-28,913
11
$5.29M 2.83%
386,268
+54,276
12
$4.85M 2.6%
621,816
-48
13
$4.8M 2.57%
+317,920
14
$4.78M 2.56%
+183,805
15
$4.71M 2.52%
89,898
+8,793
16
$4.7M 2.52%
+78,940
17
$4.49M 2.41%
41,199
+6,925
18
$4.35M 2.33%
146,400
+104,620
19
$4.33M 2.32%
+84,120
20
$4M 2.14%
31,763
-3,018
21
$3.91M 2.1%
291,780
+136,476
22
$3.79M 2.03%
214,520
-12,400
23
$3.4M 1.82%
79,375
+7,395
24
$3.38M 1.81%
97,268
+12,425
25
$3.1M 1.66%
389,214
+20,280
1
2 3