BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$145M
3
+$19.4M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$18.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.8M

Top Sells

1
+$150M
2
+$136M
3
+$22.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.2M

Sector Composition

1 Technology 6.84%
2 Consumer Discretionary 2.26%
3 Financials 0.94%
4 Communication Services 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
26
Vanguard Total Bond Market
BND
$152B
$7.35M 0.55%
99,229
-1,374
MSFT icon
27
Microsoft
MSFT
$3.01T
$6.92M 0.52%
14,306
+434
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$88.3B
$6.82M 0.51%
47,363
-565
NVDA icon
29
NVIDIA
NVDA
$4.49T
$5.96M 0.45%
31,960
+3,243
DFAS icon
30
Dimensional US Small Cap ETF
DFAS
$12.8B
$5.01M 0.38%
71,854
-327,543
GMAR icon
31
FT Vest US Equity Moderate Buffer ETF March
GMAR
$348M
$4.69M 0.35%
114,499
-2,001
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.37M 0.33%
8,697
-37
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.71T
$3.57M 0.27%
11,387
+378
IWM icon
34
iShares Russell 2000 ETF
IWM
$71.3B
$3.11M 0.23%
12,623
+2
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$3.71T
$3.1M 0.23%
9,909
+453
RSP icon
36
Invesco S&P 500 Equal Weight ETF
RSP
$86.9B
$3.08M 0.23%
16,099
-128
JPM icon
37
JPMorgan Chase
JPM
$779B
$2.82M 0.21%
8,740
+37
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$73.3B
$2.52M 0.19%
17,541
SCHX icon
39
Schwab US Large- Cap ETF
SCHX
$63.4B
$2.08M 0.16%
77,364
-370
TSLA icon
40
Tesla
TSLA
$1.5T
$1.87M 0.14%
4,156
+441
UNP icon
41
Union Pacific
UNP
$148B
$1.73M 0.13%
7,489
-14
SDY icon
42
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$1.67M 0.13%
12,000
BAC icon
43
Bank of America
BAC
$348B
$1.56M 0.12%
28,425
+158
JNJ icon
44
Johnson & Johnson
JNJ
$587B
$1.52M 0.11%
7,366
+117
TOTL icon
45
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.19B
$1.44M 0.11%
35,761
-2,831
MU icon
46
Micron Technology
MU
$454B
$1.33M 0.1%
4,676
-1,731
VUSB icon
47
Vanguard Ultra-Short Bond ETF
VUSB
$7.99B
$1.27M 0.1%
25,409
+1,004
VUG icon
48
Vanguard Growth ETF
VUG
$197B
$1.25M 0.09%
2,559
LLY icon
49
Eli Lilly
LLY
$894B
$1.21M 0.09%
1,123
+34
PM icon
50
Philip Morris
PM
$269B
$1.2M 0.09%
7,455
-99
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