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
$234M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.01M
3
+$990K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$990K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$944K

Top Sells

1
+$1.63M
2
+$1.25M
3
+$262K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$249K
5
PCRX icon
Pacira BioSciences
PCRX
+$120K

Sector Composition

1 Technology 2.21%
2 Industrials 2.04%
3 Financials 1.38%
4 Consumer Staples 0.33%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 7.65%
4,047,096
-282,936
2
$17.7M 7.57%
165,686
+5,750
3
$14.4M 6.16%
267,684
+17,336
4
$14.3M 6.09%
1,445,778
+79,410
5
$13.3M 5.68%
425,409
-51,951
6
$13.3M 5.65%
539,203
+41,029
7
$9.87M 4.21%
47,964
+11,141
8
$7.82M 3.33%
951,252
+101,712
9
$7.01M 2.99%
138,417
+4,542
10
$6.98M 2.98%
133,270
+13,788
11
$6.88M 2.93%
138,901
+19,071
12
$6.87M 2.93%
486,347
+25,657
13
$6.76M 2.88%
89,814
+5,053
14
$6.69M 2.85%
250,211
+21,854
15
$6.52M 2.78%
453,836
+18,020
16
$6.17M 2.63%
12,293
+1,132
17
$6.09M 2.6%
109,775
+13,360
18
$5.42M 2.31%
136,816
+14,208
19
$5.4M 2.3%
644,814
+118,230
20
$5.33M 2.27%
374,910
+17,502
21
$4.92M 2.1%
156,944
+504
22
$4.92M 2.1%
271,360
+37,650
23
$4.42M 1.88%
107,999
+24,226
24
$4.07M 1.74%
31,961
-15
25
$2.85M 1.22%
102,782
+3,980
1
2 3