BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$227M 17.53%
378,714
-1,303
2
$214M 16.48%
8,318,386
+42,459
3
$84.5M 6.51%
3,095,874
+49,551
4
$80.2M 6.18%
2,123,599
+22,249
5
$77M 5.93%
865,536
-907
6
$75.3M 5.8%
295,765
-441
7
$69.9M 5.39%
697,156
+29,388
8
$36.5M 2.82%
768,113
+36,652
9
$33.4M 2.57%
113,576
+1,027
10
$32.1M 2.48%
1,279,128
+63,433
11
$30.2M 2.33%
1,308,128
+39,894
12
$28.5M 2.2%
773,675
-11,663
13
$27.3M 2.11%
399,397
+5,388
14
$27.1M 2.09%
474,016
+10,997
15
$25.6M 1.97%
116,660
-336
16
$22.6M 1.74%
506,976
-4,072
17
$20.5M 1.58%
146,957
+2,426
18
$17.2M 1.33%
449,730
-9,430
19
$16M 1.23%
24,014
-74
20
$11.5M 0.88%
15,362
-227
21
$9.94M 0.77%
30,268
-499
22
$8.09M 0.62%
289,809
-3,610
23
$7.48M 0.58%
100,603
-1,209
24
$7.18M 0.55%
13,872
+163
25
$6.75M 0.52%
47,928
+16
1
2 3 4 5