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
$1.36B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$12.3M
3
+$6.38M
4
HODL icon
VanEck Bitcoin Trust
HODL
+$5.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M

Top Sells

1
+$35.5M
2
+$6.78M
3
+$5.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.21M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.84M

Sector Composition

1 Technology 6.49%
2 Consumer Discretionary 2.28%
3 Financials 0.87%
4 Industrials 0.59%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQM icon
1
Invesco NASDAQ 100 ETF
QQQM
$81B
$154M 11.31%
613,454
+25,490
VOO icon
2
Vanguard S&P 500 ETF
VOO
$898B
$153M 11.22%
244,761
+1,926
QQQ icon
3
Invesco QQQ Trust
QQQ
$431B
$90.6M 6.64%
148,419
-8,581
DUHP icon
4
Dimensional US High Profitability ETF
DUHP
$11.3B
$82.3M 6.04%
2,161,309
+17,254
DGRW icon
5
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$79.4M 5.82%
874,519
+1,942
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$136B
$76.8M 5.64%
772,082
+19,947
SCHD icon
7
Schwab US Dividend Equity ETF
SCHD
$87.8B
$72.9M 5.35%
2,356,664
-179,398
AAPL icon
8
Apple
AAPL
$3.98T
$68M 4.99%
260,954
+249
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$40.7B
$64.4M 4.72%
2,451,793
-101,131
JCPB icon
10
JPMorgan Core Plus Bond ETF
JCPB
$11.2B
$43M 3.16%
912,812
+34,198
FTCB icon
11
First Trust Core Investment Grade ETF
FTCB
$2.3B
$39.8M 2.92%
+1,888,276
VO icon
12
Vanguard Mid-Cap ETF
VO
$24.6B
$35.2M 2.58%
118,112
+1,747
SMH icon
13
VanEck Semiconductor ETF
SMH
$57.4B
$35.2M 2.58%
81,823
+31,000
SCHI icon
14
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.4B
$33.5M 2.46%
1,470,244
+43,126
JEPI icon
15
JPMorgan Equity Premium Income ETF
JEPI
$44.9B
$30.6M 2.24%
529,383
+12,374
XOCT icon
16
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$75.4M
$29.2M 2.14%
766,568
-2,165
AMZN icon
17
Amazon
AMZN
$2.84T
$27.2M 2%
116,425
+3,645
RSPT icon
18
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.62B
$22.7M 1.67%
473,778
-3,860
HODL icon
19
VanEck Bitcoin Trust
HODL
$1.43B
$19.5M 1.43%
957,597
+270,698
NLR icon
20
VanEck Uranium + Nuclear Energy ETF
NLR
$5.07B
$19.1M 1.4%
140,081
+8,321
GOCT icon
21
FT Vest US Equity Moderate Buffer ETF October
GOCT
$310M
$17.8M 1.31%
449,616
+900
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$724B
$16.2M 1.19%
23,799
+5
VTI icon
23
Vanguard Total Stock Market ETF
VTI
$615B
$10M 0.74%
29,959
-151
VGT icon
24
Vanguard Information Technology ETF
VGT
$15.7B
$9.94M 0.73%
13,428
-1,796
BND icon
25
Vanguard Total Bond Market
BND
$152B
$7.35M 0.54%
99,725
+496
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