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
$312M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.9M
3
+$1.42M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$1.22M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.22M

Top Sells

1
+$782K
2
+$412K
3
+$236K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$121K
5
AAPL icon
Apple
AAPL
+$91.2K

Sector Composition

1 Technology 3.85%
2 Industrials 1.38%
3 Financials 1.13%
4 Consumer Staples 0.48%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.6M 11.4%
258,318
+13,817
2
$29.9M 9.57%
382,104
+25,137
3
$19.2M 6.14%
340,980
+21,785
4
$18.6M 5.96%
377,814
+15,523
5
$16.3M 5.22%
1,670,256
+145,386
6
$12.6M 4.02%
118,406
+7,346
7
$12.4M 3.97%
227,456
+16,564
8
$11.9M 3.8%
705,298
+56,834
9
$11.6M 3.71%
321,800
-2,532
10
$10.7M 3.42%
428,832
+32,425
11
$10.2M 3.28%
207,070
-558
12
$10.1M 3.24%
809,730
+50,100
13
$10.1M 3.24%
185,715
+5,627
14
$9.91M 3.18%
184,378
+12,331
15
$8.68M 2.78%
225,218
+17,387
16
$8.02M 2.57%
33,148
-70
17
$6.97M 2.23%
123,924
+5,975
18
$6.1M 1.96%
97,546
+10,120
19
$6.06M 1.94%
744,708
-14,868
20
$5.79M 1.85%
360,453
-4,701
21
$5.69M 1.82%
590,838
+2,520
22
$4.96M 1.59%
310,096
-3,140
23
$4.16M 1.33%
74,600
+2,030
24
$3.56M 1.14%
27,482
-1,820
25
$3.24M 1.04%
79,379
-573
1
2 3