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
$377M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.4M
3
+$13.5M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$10.6M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$6.77M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$7.01M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.89M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.69M

Sector Composition

1 Technology 1.98%
2 Financials 0.75%
3 Communication Services 0.65%
4 Industrials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 16.49%
326,152
+566
2
$51M 13.53%
5,060,934
+14,514
3
$33.2M 8.82%
287,935
+5,917
4
$25.1M 6.67%
465,283
+266,180
5
$22.5M 5.96%
468,149
+170
6
$17.7M 4.71%
357,113
+340,593
7
$17.2M 4.57%
243,420
-52,126
8
$15.6M 4.14%
978,620
+7,050
9
$15.4M 4.1%
632,137
+277,405
10
$13.5M 3.59%
+136,441
11
$11.1M 2.94%
95,984
+1,017
12
$10.6M 2.81%
+271,743
13
$9.55M 2.53%
250,183
-38,160
14
$9.29M 2.47%
36,035
+5,850
15
$8.75M 2.32%
422,736
+4,153
16
$7.08M 1.88%
549,832
+1,344
17
$5.98M 1.59%
94,120
-2,184
18
$4.93M 1.31%
46,366
+1,194
19
$4.61M 1.23%
81,652
+2,236
20
$4.53M 1.2%
85,620
+2,402
21
$2.09M 0.55%
80,714
-2,668
22
$1.81M 0.48%
+21,501
23
$1.75M 0.47%
13,588
-691
24
$1.5M 0.4%
13,067
25
$1.4M 0.37%
41,669
-1,676
1
2 3 4