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
$231M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.83M
3
+$7M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.2M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$5.89M

Top Sells

1
+$13.4M
2
+$6.59M
3
+$5.07M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.77M
5
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$3.75M

Sector Composition

1 Technology 4.63%
2 Industrials 2.24%
3 Financials 1.18%
4 Consumer Staples 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 8.72%
180,265
+13,922
2
$17.6M 7.61%
353,019
+70,467
3
$13.8M 5.95%
2,892,888
-740,064
4
$12.7M 5.49%
261,266
+111,647
5
$10.4M 4.48%
394,236
+54,244
6
$10.3M 4.46%
+154,698
7
$10.3M 4.43%
193,982
+52,762
8
$10.2M 4.39%
349,631
-48,468
9
$9.83M 4.25%
+376,450
10
$9.71M 4.2%
192,543
+58,647
11
$9.45M 4.09%
484,500
-108,793
12
$8.4M 3.63%
41,194
-7,251
13
$7M 3.03%
+97,241
14
$6.62M 2.86%
809,286
-8,664
15
$6.38M 2.76%
787,986
-218,754
16
$6.2M 2.68%
+79,323
17
$5.89M 2.55%
+172,373
18
$5.5M 2.38%
422,000
-44,920
19
$5.48M 2.37%
107,167
-9,135
20
$5.29M 2.29%
396,036
-6,960
21
$4.59M 1.98%
30,721
-748
22
$3.56M 1.54%
+84,400
23
$3.06M 1.32%
107,202
+4,060
24
$2.86M 1.24%
87,342
-45,927
25
$2.82M 1.22%
35,313
+1,892
1
2 3 4