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
$745M
AUM Growth
+$928K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$23.5M
3
+$22.5M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$16.2M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$15.6M

Top Sells

1
+$34.3M
2
+$14.4M
3
+$12.6M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$11.9M
5
VIS icon
Vanguard Industrials ETF
VIS
+$11.4M

Sector Composition

1 Technology 6.41%
2 Consumer Discretionary 3.52%
3 Financials 0.94%
4 Communication Services 0.66%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 17.21%
353,710
+18,645
2
$107M 14.33%
6,003,249
+381,501
3
$43.3M 5.81%
247,789
+28,644
4
$42.7M 5.73%
1,476,380
+52,980
5
$36M 4.82%
535,468
+24,686
6
$30.3M 4.06%
475,818
+42,034
7
$26.9M 3.6%
250,796
-52,608
8
$26M 3.49%
464,501
+289,764
9
$26M 3.49%
+799,371
10
$24.6M 3.3%
150,720
+138,180
11
$23.9M 3.21%
256,081
+8,903
12
$23.5M 3.15%
+772,898
13
$23.1M 3.1%
55,445
+2,511
14
$22.9M 3.07%
603,966
+22,449
15
$16.2M 2.18%
685,912
+38,792
16
$15.6M 2.09%
+84,187
17
$14.2M 1.9%
+496,224
18
$13.5M 1.81%
126,186
-117,917
19
$13.2M 1.77%
+267,104
20
$11.4M 1.53%
+185,716
21
$11.3M 1.52%
25,066
-175
22
$11.3M 1.51%
215,031
+8,707
23
$3.48M 0.47%
22,050
-282
24
$3.23M 0.43%
10,489
-514
25
$3.03M 0.41%
13,289
-35
1
2 3 4 5