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
$400M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$7.52M
3
+$2.27M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$1.51M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.24M

Top Sells

1
+$8.26M
2
+$6.71M
3
+$5.93M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.35M
5
SBIO icon
ALPS Medical Breakthroughs ETF
SBIO
+$3.29M

Sector Composition

1 Technology 1.32%
2 Financials 0.96%
3 Communication Services 0.53%
4 Industrials 0.53%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.4M 15.61%
347,535
-587
2
$59.4M 14.86%
5,240,952
+18,066
3
$25.6M 6.39%
528,444
+46,885
4
$25.4M 6.36%
297,014
-600
5
$25.4M 6.35%
+272,286
6
$19.7M 4.92%
128,767
+729
7
$15.2M 3.81%
88,409
-34
8
$14.4M 3.6%
469,158
+49,205
9
$13.5M 3.36%
791,190
-1,900
10
$13.1M 3.27%
123,907
+11,740
11
$8.84M 2.21%
505,832
-5,592
12
$8.66M 2.16%
188,037
-60,044
13
$8.57M 2.14%
30,350
-13
14
$8.18M 2.04%
132,183
-1,051
15
$8.09M 2.02%
310,855
+3,387
16
$7.98M 1.99%
158,602
+149,502
17
$7.93M 1.98%
122,839
+2,768
18
$7.48M 1.87%
259,465
-1,540
19
$7.25M 1.81%
511,544
-3,540
20
$6.14M 1.54%
118,804
+1,328
21
$4.45M 1.11%
93,600
-7,848
22
$3.71M 0.93%
35,015
+735
23
$3.44M 0.86%
65,887
-1,310
24
$3.37M 0.84%
60,288
-8,392
25
$2.36M 0.59%
135,273
+2,568
1
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