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
$720M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.2M
3
+$10.2M
4
VIS icon
Vanguard Industrials ETF
VIS
+$9.87M
5
VAW icon
Vanguard Materials ETF
VAW
+$9.55M

Top Sells

1
+$337K
2
+$283K
3
+$256K
4
AXP icon
American Express
AXP
+$247K
5
VCR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 16.92%
340,228
+2,349
2
$97.7M 13.57%
5,643,876
+99,426
3
$40.9M 5.69%
356,464
+9,801
4
$39.7M 5.51%
1,376,280
+27,550
5
$34.4M 4.77%
157,090
+2,438
6
$32.4M 4.51%
485,361
+15,902
7
$31.2M 4.33%
318,482
+19,627
8
$29.4M 4.08%
358,720
+3,765
9
$26.1M 3.63%
443,927
+13,515
10
$25.9M 3.59%
535,307
+6,188
11
$24.5M 3.4%
173,207
+4,967
12
$22.2M 3.08%
239,282
+6,203
13
$20.4M 2.83%
50,764
+1,443
14
$18M 2.5%
+807,875
15
$17.2M 2.38%
+470,484
16
$15.8M 2.19%
630,812
+20,664
17
$11M 1.53%
25,747
-320
18
$10.2M 1.42%
+193,529
19
$9.87M 1.37%
+52,509
20
$9.55M 1.33%
+55,150
21
$7.73M 1.07%
+104,582
22
$7.12M 0.99%
122,995
+10,139
23
$7.03M 0.98%
+297,613
24
$6.75M 0.94%
58,131
+2,843
25
$6.29M 0.87%
114,879
+3,952
1
2 3 4