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
$475M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$15.1M
3
+$12.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$8.39M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.9M

Top Sells

1
+$18.3M
2
+$15.4M
3
+$13.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$8.75M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.93M

Sector Composition

1 Technology 2.35%
2 Communication Services 0.66%
3 Financials 0.62%
4 Industrials 0.38%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.9M 17.68%
338,789
+12,637
2
$64.8M 13.65%
5,291,346
+230,412
3
$35.8M 7.53%
302,471
+14,536
4
$29.7M 6.26%
490,068
+24,785
5
$26.5M 5.59%
522,548
+165,435
6
$24.9M 5.24%
1,249,180
+270,560
7
$24.2M 5.1%
+291,200
8
$24.1M 5.07%
485,955
+17,806
9
$21.9M 4.61%
150,177
+54,193
10
$19.5M 4.11%
419,504
+169,321
11
$16.9M 3.55%
370,780
+99,037
12
$15.1M 3.18%
+128,840
13
$12.9M 2.72%
+176,152
14
$10.1M 2.12%
32,660
-3,375
15
$9.04M 1.91%
553,704
+3,872
16
$8.75M 1.84%
95,980
+1,860
17
$5.54M 1.17%
96,382
+14,730
18
$5.41M 1.14%
99,891
+14,271
19
$5.08M 1.07%
+43,992
20
$2.35M 0.5%
23,083
+1,582
21
$2.16M 0.46%
13,820
+232
22
$1.94M 0.41%
9,546
+1,686
23
$1.89M 0.4%
13,196
+129
24
$1.7M 0.36%
12,340
+520
25
$1.18M 0.25%
6,994
1
2 3