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
$934M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$16M
3
+$15.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$13.2M

Top Sells

1
+$28.9M
2
+$27.1M
3
+$13.1M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$8.32M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.49M

Sector Composition

1 Technology 6.36%
2 Consumer Discretionary 2.12%
3 Financials 1.03%
4 Communication Services 0.44%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 16.88%
384,860
+8,109
2
$133M 14.27%
7,179,822
+713,715
3
$58.2M 6.24%
2,294,736
+221,193
4
$51.7M 5.54%
268,577
+2,021
5
$44.9M 4.81%
1,568,635
+435,266
6
$40.8M 4.37%
1,251,198
+39,651
7
$36.2M 3.88%
515,353
+3,670
8
$32.5M 3.48%
237,980
-3,262
9
$26.9M 2.88%
372,961
+7,343
10
$24.9M 2.67%
417,573
-219,632
11
$24.9M 2.66%
+106,924
12
$20.8M 2.23%
378,410
-78,558
13
$20.6M 2.21%
208,038
-65,433
14
$19.6M 2.1%
485,354
+103,332
15
$19M 2.04%
765,522
+330,250
16
$17.7M 1.9%
116,700
+1,066
17
$17.1M 1.84%
707,296
+82,392
18
$16M 1.71%
+437,199
19
$15.4M 1.65%
+683,966
20
$15M 1.61%
+194,399
21
$14.5M 1.55%
426,353
-244,406
22
$13.1M 1.4%
27,488
-8
23
$8.81M 0.94%
+119,777
24
$8.74M 0.94%
18,048
-253
25
$8.34M 0.89%
352,994
-210,566
1
2 3 4 5