BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+1.27%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$222M
AUM Growth
+$222M
(+4.4%)
Cap. Flow
+$7.18M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
52.96%
Holding
70
New
9
Increased
26
Reduced
19
Closed
4
Top Buys
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.89M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$5.85M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.24M |
| 4 |
Schwab US REIT ETF
SCHH
|
$2.3M |
| 5 |
iShares MSCI Italy ETF
EWI
|
$1.5M |
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Industrials | 2.07% |
| 3 | Financials | 1.45% |
| 4 | Healthcare | 0.46% |
| 5 | Consumer Staples | 0.35% |
