BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
This Quarter Return
+3.08%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$213M
AUM Growth
+$213M
Cap. Flow
+$7.83M
Cap. Flow %
3.68%
Top 10 Hldgs %
51.49%
Holding
71
New
5
Increased
24
Reduced
22
Closed
10
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TQQQ icon
1
ProShares UltraPro QQQ
TQQQ
$26B
$17.8M 8.38% 182,908 +4,694 +3% +$457K
QQQ icon
2
Invesco QQQ Trust
QQQ
$364B
$16.7M 7.83% 161,305 +283 +0.2% +$29.2K
FAS icon
3
Direxion Daily Financial Bull 3x Shares
FAS
$2.74B
$15.4M 7.23% 120,845 +4,961 +4% +$631K
FNDB icon
4
Schwab Fundamental US Broad Market Index ETF
FNDB
$983M
$13.1M 6.17% 436,276 +66,069 +18% +$1.99M
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$11.7M 5.5% 489,469 +283,978 +138% +$6.79M
SPY icon
6
SPDR S&P 500 ETF Trust
SPY
$658B
$7.61M 3.58% 37,021 +30 +0.1% +$6.17K
PFF icon
7
iShares Preferred and Income Securities ETF
PFF
$14.4B
$7.4M 3.48% 187,740 +9,056 +5% +$357K
FLOT icon
8
iShares Floating Rate Bond ETF
FLOT
$9.15B
$6.75M 3.17% 133,540 +9,709 +8% +$491K
SCHX icon
9
Schwab US Large- Cap ETF
SCHX
$59B
$6.64M 3.12% 135,434 +23,251 +21% +$1.14M
SPFF icon
10
Global X SuperIncome Preferred ETF
SPFF
$134M
$6.41M 3.01% 440,851 +25,723 +6% +$374K
RAVI icon
11
FlexShares Ultra-Short Income Fund
RAVI
$1.37B
$5.96M 2.8% +79,150 New +$5.96M
SCHA icon
12
Schwab U.S Small- Cap ETF
SCHA
$18.6B
$5.85M 2.75% 106,193 +6,372 +6% +$351K
HEDJ icon
13
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
$5.85M 2.75% +105,098 New +$5.85M
BNDX icon
14
Vanguard Total International Bond ETF
BNDX
$68.3B
$5.83M 2.74% 109,772 +16,275 +17% +$864K
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$34.6B
$5.72M 2.69% 70,592 -1,961 -3% -$159K
ERX icon
16
Direxion Daily Energy Bull 2X Shares
ERX
$233M
$5.58M 2.63% +92,340 New +$5.58M
FNDF icon
17
Schwab Fundamental International Large Company Index ETF
FNDF
$17.3B
$5.51M 2.59% 214,697 +46,863 +28% +$1.2M
VGK icon
18
Vanguard FTSE Europe ETF
VGK
$26.8B
$5.39M 2.53% 102,823 +7,387 +8% +$387K
AMJ
19
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$5.2M 2.45% 113,138 +15,146 +15% +$696K
SCHM icon
20
Schwab US Mid-Cap ETF
SCHM
$12.1B
$4.76M 2.24% 116,902 +12,251 +12% +$498K
AAPL icon
21
Apple
AAPL
$3.45T
$4.25M 2% 38,524 -2,151 -5% -$237K
PRF icon
22
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$4.14M 1.95% 45,317 +463 +1% +$42.3K
GE icon
23
GE Aerospace
GE
$292B
$3.83M 1.8% 151,666 -4,729 -3% -$120K
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$36.2B
$3.62M 1.7% 72,664 +1,665 +2% +$82.9K
SCHH icon
25
Schwab US REIT ETF
SCHH
$8.37B
$3.04M 1.43% 77,957 +9,495 +14% +$370K