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
$222M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$6M
3
+$5.42M
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$1.06M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$811K

Top Sells

1
+$5.89M
2
+$5.85M
3
+$3.24M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.3M
5
EWI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 8.37%
4,330,032
-59,760
2
$16.9M 7.61%
159,936
-1,369
3
$14.6M 6.57%
477,360
-6,020
4
$13.7M 6.16%
1,366,368
+57,540
5
$13.6M 6.11%
250,348
+147,525
6
$12.1M 5.46%
498,174
+8,705
7
$7.6M 3.42%
36,823
-198
8
$7.02M 3.16%
849,540
+36,936
9
$6.78M 3.05%
133,875
+335
10
$6.76M 3.04%
460,690
+19,839
11
$6.46M 2.91%
119,482
+9,710
12
$6.41M 2.88%
84,761
+5,611
13
$6.27M 2.83%
435,816
+11,044
14
$6.12M 2.76%
11,161
+1,927
15
$6.08M 2.74%
228,357
+13,660
16
$6M 2.7%
+119,830
17
$5.42M 2.44%
+96,415
18
$5.25M 2.36%
122,608
+9,470
19
$5.14M 2.31%
357,408
+6,702
20
$4.87M 2.19%
156,440
+2,344
21
$4.43M 1.99%
526,584
+90,600
22
$4.27M 1.92%
233,710
+7,125
23
$3.8M 1.71%
31,976
+329
24
$3.42M 1.54%
83,773
+19,831
25
$2.84M 1.28%
98,802
-1,120
1
2 3