BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
+6.84%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$516M
AUM Growth
+$516M
(+8.8%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
3.86%
Top 10 Holdings %
Top 10 Hldgs %
72.71%
Holding
73
New
7
Increased
26
Reduced
26
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$8.66M |
| 2 |
Vanguard Financials ETF
VFH
|
$6.8M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$6.68M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.7M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.57M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$12.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$554K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$337K |
| 4 |
Walt Disney
DIS
|
$251K |
| 5 |
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% |
