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
$409M
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.07M
3
+$2.99M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.49M

Top Sells

1
+$13.1M
2
+$8.66M
3
+$7.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.15M
5
FAS icon
Direxion Daily Financial Bull 3x Shares
FAS
+$1.29M

Sector Composition

1 Technology 1.37%
2 Financials 1%
3 Communication Services 0.46%
4 Industrials 0.45%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.2M 16.16%
354,266
+6,731
2
$63.3M 15.46%
5,386,062
+145,110
3
$26.8M 6.54%
283,575
+11,289
4
$26.5M 6.47%
303,061
+6,047
5
$20.8M 5.08%
132,681
+3,914
6
$20.2M 4.92%
+180,997
7
$18.8M 4.58%
382,536
-145,908
8
$15.6M 3.81%
89,757
+1,348
9
$14.9M 3.65%
486,232
+17,074
10
$14.5M 3.55%
819,250
+28,060
11
$11.2M 2.74%
427,919
+117,064
12
$10.5M 2.56%
362,857
+103,392
13
$9.39M 2.29%
525,464
+19,632
14
$8.99M 2.2%
130,320
+7,481
15
$8.96M 2.19%
30,563
+213
16
$8.49M 2.07%
114,772
-17,411
17
$7.6M 1.86%
147,724
+28,920
18
$6.72M 1.64%
434,980
-76,564
19
$4.6M 1.12%
92,936
-664
20
$3.93M 0.96%
74,069
+8,182
21
$3.82M 0.93%
35,893
+878
22
$3.63M 0.89%
63,993
+3,705
23
$2.6M 0.63%
146,709
+11,436
24
$2.11M 0.52%
14,061
+369
25
$2.1M 0.51%
13,500
+255
1
2 3