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
$213M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.96M
3
+$5.85M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$5.58M
5
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$1.99M

Top Sells

1
+$5.16M
2
+$5.06M
3
+$3.55M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$3.25M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$3.01M

Sector Composition

1 Industrials 2.22%
2 Technology 2%
3 Financials 1.57%
4 Healthcare 0.49%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 8.38%
4,389,792
+112,656
2
$16.7M 7.83%
161,305
+283
3
$15.4M 7.23%
483,380
+19,844
4
$13.1M 6.17%
1,308,828
+198,207
5
$11.7M 5.5%
489,469
+283,978
6
$7.61M 3.58%
37,021
+30
7
$7.4M 3.48%
187,740
+9,056
8
$6.75M 3.17%
133,540
+9,709
9
$6.64M 3.12%
812,604
+139,506
10
$6.41M 3.01%
440,851
+25,723
11
$5.96M 2.8%
+79,150
12
$5.85M 2.75%
424,772
+25,488
13
$5.85M 2.75%
+210,196
14
$5.83M 2.74%
109,772
+16,275
15
$5.72M 2.69%
70,592
-1,961
16
$5.58M 2.63%
+9,234
17
$5.51M 2.59%
214,697
+46,863
18
$5.39M 2.53%
102,823
+7,387
19
$5.2M 2.45%
113,138
+15,146
20
$4.76M 2.24%
350,706
+36,753
21
$4.25M 2%
154,096
-8,604
22
$4.14M 1.95%
226,585
+2,315
23
$3.83M 1.8%
31,647
-987
24
$3.62M 1.7%
435,984
+9,990
25
$3.04M 1.43%
155,914
+18,990
1
2 3