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
$1.14B
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15M
3
+$13.2M
4
XDEC icon
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
+$11.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.95M

Top Sells

1
+$21.2M
2
+$12.6M
3
+$11.8M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$5.18M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 2.49%
3 Financials 0.98%
4 Communication Services 0.48%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$194M 16.95%
379,501
-1,076
2
$185M 16.2%
8,165,768
+350,372
3
$80.1M 7%
2,932,743
+483,909
4
$72.6M 6.34%
289,725
+9,466
5
$71.4M 6.24%
881,975
-64,055
6
$69.1M 6.03%
2,043,828
+211,881
7
$51.2M 4.47%
527,949
+164,521
8
$29.5M 2.58%
111,719
+8,568
9
$29.2M 2.55%
1,202,011
+196,265
10
$26.5M 2.32%
710,865
+309,517
11
$25.8M 2.26%
331,247
+92,754
12
$25.5M 2.23%
116,400
-11,123
13
$25.5M 2.23%
441,970
+29,690
14
$24.6M 2.15%
378,191
+1,415
15
$23.8M 2.08%
1,080,234
+253,336
16
$20.7M 1.81%
552,294
-567,322
17
$18.9M 1.65%
137,135
-73,482
18
$15M 1.31%
+336,213
19
$14.8M 1.3%
25,289
-1,009
20
$10.7M 0.93%
17,147
-373
21
$9.08M 0.79%
31,331
-783
22
$8.58M 0.75%
331,734
-8,496
23
$7.54M 0.66%
104,855
-4,308
24
$6.87M 0.6%
169,935
-290,798
25
$5.73M 0.5%
24,651
-222
1
2 3 4 5