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
$198M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.45M
3
+$1.16M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$881K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$684K

Top Sells

1
+$2.12M
2
+$1.63M
3
+$515K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$321K
5
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$297K

Sector Composition

1 Industrials 2.44%
2 Technology 2.07%
3 Financials 1.64%
4 Healthcare 0.46%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 8.05%
161,022
+1,488
2
$15.4M 7.8%
4,277,136
-451,968
3
$11.9M 6.04%
463,536
-9,440
4
$10.7M 5.41%
1,110,621
+120,327
5
$7.29M 3.69%
36,991
-99
6
$7.06M 3.57%
178,684
+42,231
7
$6.29M 3.19%
123,831
+11,433
8
$6.17M 3.12%
415,128
+97,208
9
$5.27M 2.67%
673,098
+51,282
10
$5.27M 2.67%
95,436
+5,528
11
$5.22M 2.64%
205,491
+21,686
12
$5.21M 2.64%
72,553
-234
13
$5.2M 2.63%
97,992
+8,094
14
$5.16M 2.61%
47,499
+6,300
15
$5.13M 2.6%
399,284
+13,016
16
$5.06M 2.56%
83,073
+4,133
17
$4.87M 2.47%
93,497
+9,377
18
$4.64M 2.35%
167,834
+21,434
19
$4.1M 2.07%
162,700
-84,180
20
$4.05M 2.05%
313,953
+22,173
21
$4.01M 2.03%
32,634
+871
22
$3.94M 2%
224,270
+9,750
23
$3.55M 1.79%
91,166
+11,791
24
$3.48M 1.76%
110,738
+13,470
25
$3.38M 1.71%
425,994
+36,780
1
2 3