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
$1.05B
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$17.5M
3
+$6.8M
4
AAPL icon
Apple
AAPL
+$3.34M
5
AMZN icon
Amazon
AMZN
+$2.77M

Top Sells

1
+$28.7M
2
+$17.1M
3
+$4.66M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.83M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 2.6%
3 Financials 0.99%
4 Communication Services 0.44%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$183M 17.35%
381,041
-8,002
2
$160M 15.23%
7,646,175
+324,150
3
$75.4M 7.16%
965,824
+450,179
4
$59.5M 5.66%
282,732
+15,852
5
$58.8M 5.59%
2,261,703
-179,301
6
$55.5M 5.27%
1,735,064
+59,158
7
$46.7M 4.43%
1,273,006
+5,319
8
$33.4M 3.17%
229,025
-9,771
9
$30.6M 2.91%
315,447
+21,506
10
$25.3M 2.4%
130,841
+14,338
11
$23.7M 2.25%
97,865
-12,549
12
$22.9M 2.17%
403,636
+8,550
13
$22.2M 2.11%
368,960
-65,686
14
$21.7M 2.06%
536,916
+22,908
15
$19.4M 1.84%
793,980
-77,294
16
$17.5M 1.66%
+492,578
17
$16.6M 1.57%
214,314
+7,997
18
$16.5M 1.57%
748,006
+24,468
19
$15.2M 1.44%
420,820
-5,040
20
$14.4M 1.37%
26,484
-298
21
$10.6M 1%
438,656
-72,536
22
$10.1M 0.96%
17,557
-293
23
$8.71M 0.83%
32,521
-264
24
$8.15M 0.77%
343,406
-2,464
25
$8M 0.76%
111,065
-4,618
1
2 3 4 5