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
$248M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.72M
3
+$1.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.21M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.16M

Top Sells

1
+$670K
2
+$554K
3
+$552K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$465K
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$373K

Sector Composition

1 Technology 4.28%
2 Industrials 2.23%
3 Financials 1.12%
4 Consumer Staples 0.48%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 8.92%
205,343
+15,735
2
$22M 8.89%
308,018
+16,877
3
$15.5M 6.26%
332,242
-3,216
4
$14.9M 6.02%
298,443
+23,224
5
$11.2M 4.52%
200,884
+8,119
6
$11.1M 4.49%
2,770,488
-59,400
7
$10.5M 4.22%
206,613
+7,972
8
$10.3M 4.15%
430,376
+23,012
9
$9.47M 3.82%
444,810
-25,910
10
$9.12M 3.68%
1,087,614
+246,306
11
$8.32M 3.36%
326,876
-14,658
12
$8.11M 3.27%
38,690
-2,219
13
$8.06M 3.25%
112,379
+5,476
14
$7.33M 2.96%
93,936
+4,965
15
$7.17M 2.9%
864,462
-576
16
$6.7M 2.7%
199,625
+14,756
17
$6.33M 2.56%
117,160
+7,312
18
$5.55M 2.24%
396,195
-5,142
19
$5.35M 2.16%
395,748
-13,936
20
$4.87M 1.97%
32,304
+1,358
21
$3.88M 1.57%
110,060
+10,480
22
$3.69M 1.49%
34,332
+15,980
23
$3.23M 1.31%
108,184
+602
24
$2.97M 1.2%
75,190
-7,470
25
$2.65M 1.07%
165,655
+53,990
1
2 3