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
$241M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$870K
3
+$785K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$580K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$205K

Top Sells

1
+$7.5M
2
+$7.21M
3
+$2.77M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.58M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M

Sector Composition

1 Technology 5.2%
2 Industrials 2.19%
3 Financials 1.38%
4 Consumer Staples 0.44%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 10.84%
220,386
-49
2
$24.9M 10.35%
328,974
+1,590
3
$15M 6.22%
306,185
-52,795
4
$13.9M 5.79%
288,054
-38,409
5
$12.3M 5.09%
1,356,618
+96,336
6
$12.2M 5.05%
420,204
-8,436
7
$10.5M 4.35%
193,144
-3,148
8
$9.1M 3.78%
+162,715
9
$8.76M 3.64%
406,502
+3,942
10
$8.56M 3.56%
38,314
-380
11
$8.53M 3.54%
208,598
-4,680
12
$7.32M 3.04%
824,940
-64,998
13
$7.17M 2.98%
661,310
+53,460
14
$7.14M 2.96%
68,557
-8,221
15
$7.07M 2.94%
139,432
-8,763
16
$6.28M 2.61%
185,490
-7,215
17
$5.71M 2.37%
379,728
-4,680
18
$5.55M 2.3%
111,914
+282
19
$4.91M 2.04%
82,643
-534
20
$4.88M 2.02%
317,220
-8,624
21
$4.5M 1.87%
29,736
-2,276
22
$4.2M 1.75%
792,936
-35,880
23
$3.29M 1.37%
92,066
-13,203
24
$2.51M 1.04%
30,366
-1,861
25
$2.32M 0.96%
82,976
-22,128
1
2 3