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
$352M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.76M
3
+$7.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.54M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M

Top Sells

1
+$10.4M
2
+$9.9M
3
+$4.54M
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$3.77M
5
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$3.11M

Sector Composition

1 Technology 1.34%
2 Financials 1.1%
3 Industrials 0.5%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.7M 15.27%
348,122
+47,510
2
$52.2M 14.83%
5,222,886
+1,019,862
3
$23.2M 6.6%
297,614
-11,743
4
$22.8M 6.48%
481,559
+80,834
5
$16.9M 4.8%
128,038
-22,548
6
$14.2M 4.04%
88,443
+3,019
7
$12.8M 3.63%
419,953
+29,456
8
$11.5M 3.28%
112,167
+4,507
9
$11.2M 3.18%
793,090
+52,360
10
$11.1M 3.15%
248,081
-101,634
11
$8.26M 2.35%
206,050
-93,925
12
$7.76M 2.21%
+511,424
13
$7.59M 2.16%
30,363
+715
14
$7.24M 2.06%
307,468
-119,700
15
$7.13M 2.03%
120,071
+2,545
16
$6.71M 1.91%
149,853
-69,444
17
$6.67M 1.9%
261,005
-105,626
18
$5.96M 1.7%
133,234
-860
19
$5.93M 1.69%
82,698
-32,677
20
$5.54M 1.57%
+117,476
21
$4.77M 1.36%
515,084
-520
22
$4.35M 1.24%
+37,282
23
$4M 1.14%
101,448
-188
24
$3.76M 1.07%
68,680
-7,595
25
$3.61M 1.03%
34,280
-1,895
1
2 3 4