BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$210M 17.43%
380,017
+1,405
2
$197M 16.4%
8,275,927
+37,462
3
$80.7M 6.71%
3,046,323
+53,223
4
$74.7M 6.21%
2,101,350
+19,934
5
$72.6M 6.03%
866,443
+1,647
6
$66.2M 5.51%
667,768
+122,640
7
$60.8M 5.05%
296,206
+5,807
8
$34.4M 2.86%
+731,461
9
$31.5M 2.62%
112,549
+385
10
$30.4M 2.53%
1,215,695
-67,811
11
$28.9M 2.4%
1,268,234
+135,657
12
$28.1M 2.33%
+785,338
13
$26.3M 2.19%
463,019
+10,208
14
$25.7M 2.13%
116,996
+99
15
$25.1M 2.09%
394,009
+3,237
16
$20.8M 1.73%
511,048
-3,688
17
$19.5M 1.62%
144,531
+3,975
18
$16.8M 1.4%
+459,160
19
$14.9M 1.24%
24,088
-77
20
$10.3M 0.86%
15,589
-242
21
$9.36M 0.78%
30,767
+353
22
$7.5M 0.62%
101,812
-2,832
23
$7.42M 0.62%
293,419
-2,175
24
$6.82M 0.57%
13,709
+438
25
$6.07M 0.5%
47,912
-272
1
2 3 4 5