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
$418M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.45M
3
+$1.18M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.12M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.1M

Top Sells

1
+$3.72M
2
+$1.19M
3
+$249K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$52.4K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$48.4K

Sector Composition

1 Technology 1.71%
2 Financials 0.96%
3 Communication Services 0.69%
4 Industrials 0.48%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.1M 16.27%
360,515
+6,249
2
$64.9M 15.5%
5,480,916
+94,854
3
$27.7M 6.61%
311,768
+8,707
4
$26.6M 6.37%
283,019
-556
5
$21.9M 5.24%
193,785
+12,788
6
$20.8M 4.97%
135,163
+2,482
7
$19.9M 4.76%
404,974
+22,438
8
$15.2M 3.64%
90,938
+1,181
9
$15.1M 3.61%
844,880
+25,630
10
$15M 3.58%
487,432
+1,200
11
$11.7M 2.8%
167,242
+36,922
12
$11.1M 2.65%
441,113
+13,194
13
$10.2M 2.44%
369,353
+6,496
14
$9.22M 2.2%
529,068
+3,604
15
$9.02M 2.16%
30,400
-163
16
$7.68M 1.83%
156,619
+8,895
17
$5.51M 1.32%
357,888
-77,092
18
$5.4M 1.29%
96,412
+3,476
19
$5.19M 1.24%
66,819
-47,953
20
$4.28M 1.02%
40,163
+4,270
21
$4.25M 1.01%
79,191
+5,122
22
$4.05M 0.97%
70,776
+6,783
23
$2.73M 0.65%
149,463
+2,754
24
$2.11M 0.5%
13,995
-66
25
$2.04M 0.49%
13,500
1
2 3