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
$236M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$1.02M
3
+$831K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$763K
5
VFH icon
Vanguard Financials ETF
VFH
+$761K

Top Sells

1
+$9.83M
2
+$852K
3
+$286K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$269K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$240K

Sector Composition

1 Technology 4.83%
2 Industrials 2.25%
3 Financials 1.16%
4 Consumer Staples 0.39%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 8.76%
189,608
+9,343
2
$20.1M 8.51%
291,141
+136,443
3
$16.3M 6.89%
335,458
-17,561
4
$13.6M 5.75%
275,219
+13,953
5
$12.1M 5.11%
2,829,888
-63,000
6
$11.1M 4.7%
407,364
+13,128
7
$10.5M 4.45%
192,765
-1,217
8
$10M 4.24%
198,641
+6,098
9
$9.78M 4.14%
470,720
-13,780
10
$8.46M 3.58%
341,534
-8,097
11
$8.41M 3.56%
40,909
-285
12
$7.25M 3.07%
106,903
+9,662
13
$7.04M 2.98%
865,038
+77,052
14
$7.04M 2.98%
88,971
+9,648
15
$6.91M 2.92%
841,308
+32,022
16
$6.26M 2.65%
184,869
+12,496
17
$5.88M 2.49%
109,848
+2,681
18
$5.43M 2.3%
401,337
+5,301
19
$5.33M 2.26%
409,684
-12,316
20
$4.71M 2%
30,946
+225
21
$3.44M 1.46%
99,580
+12,238
22
$3.4M 1.44%
82,660
-1,740
23
$3.1M 1.31%
107,582
+380
24
$3.01M 1.28%
35,963
+650
25
$2.21M 0.94%
20,227
+6,067
1
2 3