BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.32%
1 Year Return
+10.23%
3 Year Return
+50.49%
5 Year Return
+73.48%
10 Year Return
+154.54%
AUM
$720M
AUM Growth
+$720M
(+15%)
Cap. Flow
+$92.8M
Cap. Flow
% of AUM
12.89%
Top 10 Holdings %
Top 10 Hldgs %
66.59%
Holding
90
New
12
Increased
32
Reduced
13
Closed
8
Top Buys
| 1 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
$18M |
| 2 |
FT Vest US Equity Buffer ETF August
FAUG
|
$17.2M |
| 3 |
SPDR S&P Bank ETF
KBE
|
$10.2M |
| 4 |
Vanguard Industrials ETF
VIS
|
$9.87M |
| 5 |
Vanguard Materials ETF
VAW
|
$9.55M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$337K |
| 2 |
ARK Innovation ETF
ARKK
|
$283K |
| 3 |
GE Aerospace
GE
|
$256K |
| 4 |
American Express
AXP
|
$247K |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$247K |
Sector Composition
| 1 | Technology | 3.87% |
| 2 | Financials | 0.76% |
| 3 | Communication Services | 0.69% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Industrials | 0.3% |
