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
$620M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.26M
3
+$849K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$813K
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$687K

Top Sells

1
+$1.07M
2
+$292K
3
+$231K
4
LUV icon
Southwest Airlines
LUV
+$204K
5
QCOM icon
Qualcomm
QCOM
+$201K

Sector Composition

1 Technology 2.79%
2 Financials 0.83%
3 Communication Services 0.77%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 17.18%
333,562
+110
2
$87.3M 14.08%
5,413,314
+78,288
3
$38.1M 6.14%
334,327
+5,729
4
$36.5M 5.89%
527,645
+4,231
5
$35.4M 5.72%
1,312,610
+20,710
6
$32.6M 5.26%
152,361
+505
7
$28.3M 4.56%
454,008
+11,023
8
$27.3M 4.4%
332,053
+6,682
9
$24.8M 4%
514,590
+6,366
10
$23.7M 3.82%
413,794
+14,851
11
$20.5M 3.3%
139,172
+3,175
12
$19.3M 3.12%
228,838
+3,857
13
$19.1M 3.08%
200,325
+6,562
14
$17.1M 2.76%
47,663
+2,269
15
$14.8M 2.39%
594,788
+12,724
16
$14.3M 2.31%
117,381
+21,381
17
$11.9M 1.92%
30,009
+9
18
$6.34M 1.02%
109,895
+5,371
19
$6.07M 0.98%
52,259
+3,590
20
$5.95M 0.96%
108,816
+3,411
21
$3.2M 0.52%
22,573
-25
22
$3.1M 0.5%
14,012
-81
23
$2.76M 0.45%
13,342
-340
24
$2.45M 0.4%
10,392
+515
25
$1.81M 0.29%
11,700
-340
1
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