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
$1.02B
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$3.93M
3
+$3.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.89M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.59M

Top Sells

1
+$4.73M
2
+$767K
3
+$468K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$441K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$369K

Sector Composition

1 Technology 5.44%
2 Consumer Discretionary 2.23%
3 Financials 1.03%
4 Healthcare 0.46%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$173M 17%
389,043
+4,183
2
$149M 14.66%
7,322,025
+142,203
3
$65.6M 6.46%
2,441,004
+146,268
4
$53M 5.21%
1,675,906
+107,271
5
$45.8M 4.5%
266,880
-1,697
6
$44.6M 4.39%
1,267,687
+16,489
7
$39.3M 3.87%
515,645
+292
8
$35.3M 3.47%
238,796
+816
9
$28.8M 2.83%
293,941
+85,903
10
$28.7M 2.83%
376,137
+3,176
11
$27.6M 2.71%
110,414
+3,490
12
$27.1M 2.67%
434,646
+17,073
13
$22.9M 2.25%
395,086
+16,676
14
$21.4M 2.1%
871,274
+105,752
15
$21M 2.07%
116,503
-197
16
$20.8M 2.05%
514,008
+28,654
17
$17M 1.67%
438,336
+1,137
18
$16.1M 1.58%
723,538
+39,572
19
$16M 1.57%
206,317
+11,918
20
$15M 1.48%
425,860
-493
21
$14M 1.38%
26,782
-706
22
$12.3M 1.21%
511,192
-196,104
23
$9.36M 0.92%
17,850
-198
24
$8.52M 0.84%
32,785
-440
25
$8.52M 0.84%
345,870
-7,124
1
2 3 4 5