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
$369M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.3M
3
+$2.34M
4
VFH icon
Vanguard Financials ETF
VFH
+$803K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$787K

Top Sells

1
+$10.2M
2
+$7.4M
3
+$4.36M
4
GSP
Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index
GSP
+$393K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$225K

Sector Composition

1 Technology 1.45%
2 Financials 1.09%
3 Industrials 0.43%
4 Communication Services 0.34%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.7M 12.38%
266,428
-25,428
2
$45.4M 12.29%
4,126,320
+212,358
3
$28.6M 7.74%
344,147
-89,081
4
$26.6M 7.19%
558,831
+11,016
5
$15.9M 4.31%
+102,171
6
$13.6M 3.68%
234,606
+12,014
7
$13.6M 3.68%
857,480
+37,730
8
$12.7M 3.43%
219,817
+9,799
9
$12.6M 3.4%
121,839
+5,491
10
$12.3M 3.34%
+240,690
11
$12M 3.24%
212,987
+10,597
12
$11.8M 3.2%
456,211
+27,143
13
$11.4M 3.08%
387,079
+26,779
14
$11.3M 3.07%
180,089
-2,539
15
$10.6M 2.88%
391,091
+24,917
16
$8.55M 2.32%
126,819
+11,912
17
$8.18M 2.22%
30,159
-235
18
$7.85M 2.13%
49,350
+2,785
19
$7.44M 2.02%
521,324
-4,240
20
$7.27M 1.97%
76,390
+5,345
21
$4.79M 1.3%
87,455
-1,545
22
$4.72M 1.28%
101,904
-592
23
$4.2M 1.14%
40,000
+1,235
24
$3.87M 1.05%
75,942
+3,405
25
$2.91M 0.79%
175,982
+3,262
1
2 3