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
$516M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6.68M
3
+$1.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.09M

Top Sells

1
+$12.4M
2
+$554K
3
+$337K
4
DIS icon
Walt Disney
DIS
+$251K
5
INTC icon
Intel
INTC
+$217K

Sector Composition

1 Technology 2.67%
2 Communication Services 0.63%
3 Financials 0.61%
4 Consumer Discretionary 0.44%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.6M 18.12%
336,796
-1,993
2
$70.6M 13.68%
5,321,130
+29,784
3
$37.3M 7.22%
315,808
+13,337
4
$32.3M 6.25%
506,212
+16,144
5
$26.8M 5.19%
1,272,750
+23,570
6
$25.9M 5.01%
311,641
+20,441
7
$24.8M 4.79%
501,954
+15,999
8
$23.4M 4.52%
151,865
+1,688
9
$21.4M 4.15%
430,992
+11,488
10
$19.5M 3.77%
392,681
+21,901
11
$17M 3.3%
132,388
+3,548
12
$14.2M 2.75%
184,859
+8,707
13
$14.1M 2.73%
277,607
-244,941
14
$11.4M 2.22%
98,812
+2,832
15
$10.6M 2.05%
31,655
-1,005
16
$9.89M 1.91%
578,816
+25,112
17
$7.76M 1.5%
24,913
+21,451
18
$6.8M 1.32%
+116,307
19
$5.83M 1.13%
101,549
+5,167
20
$5.64M 1.09%
103,531
+3,640
21
$5.45M 1.06%
47,005
+3,013
22
$2.46M 0.48%
22,759
-324
23
$2.34M 0.45%
13,718
-102
24
$2.07M 0.4%
9,822
+276
25
$1.99M 0.38%
13,250
+54
1
2 3