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
$349M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$11.8M
3
+$11.7M
4
VHT icon
Vanguard Health Care ETF
VHT
+$7.15M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$6.73M

Top Sells

1
+$13.4M
2
+$13.4M
3
+$10.4M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$8.05M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.05M

Sector Composition

1 Technology 1.4%
2 Financials 1.21%
3 Industrials 0.4%
4 Communication Services 0.35%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.7M 13.4%
291,856
+25,722
2
$41.6M 11.93%
3,913,962
+1,951,626
3
$35.7M 10.25%
433,228
+28,659
4
$26.3M 7.54%
547,815
+140,221
5
$12.6M 3.62%
222,592
+26,855
6
$12.5M 3.58%
210,018
-174,432
7
$12.4M 3.56%
819,750
-25,800
8
$12.3M 3.53%
429,068
-54,140
9
$12.1M 3.48%
116,348
-17,974
10
$11.8M 3.38%
+202,390
11
$11.7M 3.37%
182,628
-19,204
12
$11.7M 3.34%
+360,300
13
$10.8M 3.09%
264,543
+23,506
14
$9.88M 2.83%
366,174
+141,995
15
$8M 2.29%
30,394
-3,422
16
$7.98M 2.29%
114,907
+9,941
17
$7.15M 2.05%
+46,565
18
$6.3M 1.81%
525,564
-97,440
19
$6.23M 1.79%
+71,045
20
$4.88M 1.4%
89,000
+6,190
21
$4.3M 1.23%
102,496
+11,796
22
$4.07M 1.17%
38,765
+17,635
23
$3.69M 1.06%
72,537
+51,984
24
$2.91M 0.83%
172,720
+94,410
25
$2.58M 0.74%
54,941
-23,650
1
2 3 4