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
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$186M 16.61%
380,577
-464
2
$173M 15.49%
7,815,396
+169,221
3
$78.7M 7.04%
946,030
-19,794
4
$69M 6.17%
2,448,834
+187,131
5
$65.3M 5.84%
280,259
-2,473
6
$62.4M 5.58%
1,831,947
+96,883
7
$42.2M 3.77%
1,119,616
-153,390
8
$36.8M 3.29%
363,428
+47,981
9
$32.4M 2.9%
210,617
-18,408
10
$27.2M 2.43%
103,151
+5,286
11
$25.4M 2.27%
1,005,746
+211,766
12
$24.5M 2.19%
412,280
+8,644
13
$24.4M 2.18%
376,776
+7,816
14
$23.8M 2.12%
127,523
-3,318
15
$19.1M 1.71%
826,898
+78,892
16
$18.9M 1.69%
238,493
+24,179
17
$18.8M 1.68%
460,733
-76,183
18
$17.3M 1.55%
471,837
-20,741
19
$15.1M 1.35%
26,298
-186
20
$14.8M 1.32%
401,348
-19,472
21
$10.3M 0.92%
17,520
-37
22
$9.55M 0.85%
390,150
-48,506
23
$9.1M 0.81%
32,114
-407
24
$8.76M 0.78%
340,230
-3,176
25
$8.2M 0.73%
109,163
-1,902
1
2 3 4 5