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
$288M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.1M
3
+$4.48M
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$4M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.63M

Top Sells

1
+$7.07M
2
+$3.44M
3
+$2.22M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$1.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M

Sector Composition

1 Technology 4.18%
2 Industrials 1.71%
3 Financials 1.19%
4 Consumer Staples 0.42%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 11.24%
244,501
+24,115
2
$27.7M 9.63%
356,967
+27,993
3
$17.7M 6.15%
362,291
+74,237
4
$16.9M 5.88%
319,195
+13,010
5
$14.5M 5.04%
1,524,870
+168,252
6
$11.7M 4.06%
111,060
+42,503
7
$11.6M 4.05%
324,332
-95,872
8
$11.2M 3.89%
+210,892
9
$11.1M 3.85%
+648,464
10
$9.75M 3.39%
180,088
-13,056
11
$9.5M 3.3%
396,407
-10,095
12
$9.25M 3.21%
172,047
+9,332
13
$9.22M 3.2%
207,628
-970
14
$9.18M 3.19%
759,630
+98,320
15
$7.83M 2.72%
33,218
-5,096
16
$7.74M 2.69%
207,831
+22,341
17
$6.28M 2.18%
117,949
+6,035
18
$5.76M 2%
365,154
-14,574
19
$5.58M 1.94%
759,576
-33,360
20
$5.52M 1.92%
588,318
-236,622
21
$5.29M 1.84%
87,426
+4,783
22
$4.93M 1.71%
313,236
-3,984
23
$4.18M 1.45%
29,302
-434
24
$4M 1.39%
+72,570
25
$3.18M 1.1%
79,952
-12,114
1
2 3