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
$629M
AUM Growth
+$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$6.97M
3
+$2.28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.88M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Top Sells

1
+$37.6M
2
+$21.2M
3
+$1.69M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$798K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$319K

Sector Composition

1 Technology 4.18%
2 Financials 0.86%
3 Communication Services 0.75%
4 Industrials 0.4%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$120M 19.05%
337,879
+4,317
2
$96.4M 15.33%
5,544,450
+131,136
3
$40M 6.36%
346,663
+12,336
4
$39.1M 6.22%
1,348,730
+36,120
5
$34.8M 5.54%
154,652
+2,291
6
$31.5M 5.02%
469,459
+15,451
7
$29.8M 4.74%
298,855
+98,530
8
$29.2M 4.64%
354,955
+22,902
9
$25.7M 4.09%
430,412
+16,618
10
$25.6M 4.08%
529,119
+14,529
11
$23M 3.67%
168,240
+50,859
12
$21.1M 3.35%
233,079
+4,241
13
$19.7M 3.13%
49,321
+1,658
14
$15.9M 2.53%
610,148
+15,360
15
$11.2M 1.78%
26,067
-3,942
16
$6.6M 1.05%
112,856
+2,961
17
$6.48M 1.03%
55,288
+3,029
18
$6.13M 0.98%
110,927
+2,111
19
$3.39M 0.54%
22,502
-71
20
$3.25M 0.52%
14,152
+140
21
$3.06M 0.49%
13,712
+370
22
$2.68M 0.43%
9,882
-510
23
$1.89M 0.3%
11,000
-700
24
$1.78M 0.28%
43,124
-601
25
$1.73M 0.27%
6,216
-257
1
2 3 4