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
$407M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12M
3
+$7.87M
4
VHT icon
Vanguard Health Care ETF
VHT
+$6.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.35M

Top Sells

1
+$12.7M
2
+$7.47M
3
+$3.24M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.03M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.96M

Sector Composition

1 Technology 1.59%
2 Financials 1.05%
3 Industrials 0.43%
4 Communication Services 0.33%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.9M 13.71%
300,612
+34,184
2
$49.3M 12.1%
4,203,024
+76,704
3
$26.9M 6.61%
309,357
-34,790
4
$24.5M 6.01%
150,586
+48,415
5
$18.9M 4.65%
400,725
-158,106
6
$16.6M 4.06%
+349,715
7
$15.6M 3.82%
299,975
+59,285
8
$15.4M 3.78%
85,424
+36,074
9
$12.5M 3.06%
740,730
-116,750
10
$12.2M 3%
219,297
-15,309
11
$12M 2.95%
+390,497
12
$11.1M 2.71%
115,375
+38,985
13
$11M 2.7%
107,660
-14,179
14
$11M 2.7%
427,168
-29,043
15
$10.4M 2.56%
185,419
-27,568
16
$10.4M 2.54%
366,631
-20,448
17
$9.9M 2.43%
357,056
-34,035
18
$9.43M 2.31%
134,094
-45,995
19
$9.17M 2.25%
515,604
-5,720
20
$8.62M 2.12%
29,648
-511
21
$8.15M 2%
117,526
-9,293
22
$5.74M 1.41%
101,636
-268
23
$4.15M 1.02%
76,275
-11,180
24
$3.79M 0.93%
36,175
-3,825
25
$3.6M 0.88%
71,177
-4,765
1
2 3 4