BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+2.54%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$312M
AUM Growth
+$312M
(+8.4%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
57.21%
Holding
70
New
11
Increased
33
Reduced
16
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$1.96M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.9M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.42M |
| 4 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$1.22M |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$1.22M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$782K |
| 2 |
GE Aerospace
GE
|
$236K |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$121K |
| 4 |
Apple
AAPL
|
$91.2K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$88.4K |
Sector Composition
| 1 | Technology | 3.85% |
| 2 | Industrials | 1.38% |
| 3 | Financials | 1.13% |
| 4 | Consumer Staples | 0.48% |
| 5 | Communication Services | 0.32% |
