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
$208M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$1.34M
3
+$1.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$836K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$731K

Top Sells

1
+$6.87M
2
+$6.76M
3
+$1.5M
4
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$686K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$345K

Sector Composition

1 Technology 4.64%
2 Industrials 2.15%
3 Financials 1.33%
4 Consumer Staples 0.28%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 8.14%
166,343
+657
2
$13.9M 6.69%
282,552
+14,868
3
$13.4M 6.46%
1,483,536
+37,758
4
$13.2M 6.35%
3,632,952
-414,144
5
$12M 5.77%
593,293
+54,090
6
$10M 4.81%
398,099
-27,310
7
$9.38M 4.51%
339,992
+183,048
8
$9.28M 4.47%
48,445
+481
9
$7.68M 3.69%
1,006,740
+55,488
10
$7.47M 3.6%
141,220
+7,950
11
$7.41M 3.56%
149,619
+10,718
12
$6.75M 3.25%
133,896
-4,521
13
$6.59M 3.17%
277,758
+27,547
14
$6.32M 3.04%
817,950
+173,136
15
$5.93M 2.85%
466,920
+13,084
16
$5.93M 2.85%
116,302
+6,527
17
$5.23M 2.52%
402,996
+28,086
18
$5.07M 2.44%
305,710
+34,350
19
$4.77M 2.3%
156,950
+20,134
20
$4.41M 2.12%
133,269
+25,270
21
$3.8M 1.83%
31,469
-492
22
$3.75M 1.8%
14,647
+2,354
23
$2.92M 1.4%
103,142
+360
24
$2.52M 1.21%
33,421
-4,564
25
$2.21M 1.07%
39,952
-610
1
2 3