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
$346M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.1M
3
+$1.56M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.47M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.23M

Top Sells

1
+$9.41M
2
+$497K
3
+$467K
4
GE icon
GE Aerospace
GE
+$144K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$114K

Sector Composition

1 Financials 1.29%
2 Technology 1.26%
3 Industrials 0.93%
4 Communication Services 0.47%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.5M 11.99%
266,134
+3,699
2
$34.6M 10.02%
404,569
+12,298
3
$23.1M 6.68%
384,450
+25,975
4
$21.1M 6.1%
1,962,336
+195,690
5
$19.8M 5.73%
407,594
+25,203
6
$14.2M 4.12%
134,322
+13,892
7
$13.8M 3.99%
201,832
-1,071
8
$13.5M 3.91%
483,208
+29,436
9
$13.4M 3.87%
242,258
+8,232
10
$13.4M 3.87%
750,518
+22,572
11
$12.1M 3.5%
845,550
+15,960
12
$11M 3.17%
195,737
+5,667
13
$10.7M 3.09%
241,037
+8,878
14
$9.02M 2.61%
33,816
-367
15
$8.05M 2.33%
133,148
+7,032
16
$7.35M 2.13%
104,966
+4,049
17
$7.2M 2.08%
623,004
-40,380
18
$6.36M 1.84%
358,116
-1,620
19
$6.26M 1.81%
588,942
-8,526
20
$6.23M 1.8%
+224,179
21
$5.37M 1.55%
308,008
-1,332
22
$4.62M 1.34%
82,810
+7,860
23
$3.84M 1.11%
90,700
-222,344
24
$3.61M 1.04%
78,591
-713
25
$2.99M 0.86%
35,994
+1,905
1
2 3