BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178M 16.02%
378,612
-889
2
$177M 16%
8,238,465
+72,697
3
$83.7M 7.55%
2,993,100
+60,357
4
$69.1M 6.23%
864,796
-17,179
5
$69M 6.22%
2,081,416
+37,588
6
$64.5M 5.82%
290,399
+674
7
$53.9M 4.86%
545,128
+17,179
8
$31.9M 2.88%
1,283,506
+81,495
9
$29M 2.62%
112,164
+445
10
$26.7M 2.41%
725,828
+14,963
11
$26.6M 2.4%
336,922
+5,675
12
$25.9M 2.33%
452,811
+10,841
13
$25.4M 2.29%
1,132,577
+52,343
14
$23.3M 2.11%
390,772
+12,581
15
$22.2M 2.01%
116,897
+497
16
$20.5M 1.85%
140,556
+3,421
17
$17.6M 1.59%
514,736
-37,558
18
$14.9M 1.35%
343,670
+7,457
19
$13.5M 1.22%
24,165
-1,124
20
$8.59M 0.77%
15,831
-1,316
21
$8.36M 0.75%
30,414
-917
22
$7.69M 0.69%
104,644
-211
23
$7.24M 0.65%
178,188
+8,253
24
$6.93M 0.62%
295,594
-36,140
25
$6.01M 0.54%
247,020
+17,927
1
2 3 4 5