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
$256M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$6.41M
3
+$4.58M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.79M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.51M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$3.31M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$2.97M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.96M

Sector Composition

1 Technology 4.87%
2 Industrials 2.06%
3 Financials 1.11%
4 Consumer Staples 0.42%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 10.23%
220,435
+15,092
2
$23.6M 9.23%
327,384
+19,366
3
$18.8M 7.34%
+358,980
4
$16.4M 6.4%
326,463
+28,020
5
$12.1M 4.73%
428,640
-1,736
6
$11M 4.3%
196,292
-4,592
7
$11M 4.29%
1,260,282
+172,668
8
$9.28M 3.63%
402,560
-42,250
9
$8.37M 3.27%
38,694
+4
10
$8.29M 3.24%
76,778
+42,446
11
$7.66M 2.99%
889,938
+25,476
12
$7.52M 2.94%
148,195
-58,418
13
$7.5M 2.93%
103,994
-8,385
14
$7.21M 2.82%
90,052
-3,884
15
$6.54M 2.56%
192,705
-6,920
16
$6.41M 2.51%
+607,850
17
$6.27M 2.45%
111,632
-5,528
18
$6.22M 2.43%
213,278
-113,598
19
$5.58M 2.18%
384,408
-11,787
20
$4.69M 1.83%
325,844
-69,904
21
$4.54M 1.78%
32,012
-292
22
$4.44M 1.74%
828,816
-1,941,672
23
$4.11M 1.6%
83,177
+28,720
24
$3.96M 1.55%
105,269
-4,791
25
$3.12M 1.22%
105,104
-3,080
1
2 3