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
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.74M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.09M

Top Sells

1
+$783K
2
+$720K
3
+$430K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$361K
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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$829B
$5.37M 0.41%
8,772
+47
NVDA icon
27
NVIDIA
NVDA
$4.47T
$5.36M 0.41%
28,717
-375
GMAR icon
28
FT Vest US Equity Moderate Buffer ETF March
GMAR
$389M
$4.67M 0.36%
116,500
-2,925
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.39M 0.34%
8,734
-20
RSP icon
30
Invesco S&P 500 Equal Weight ETF
RSP
$75.5B
$3.08M 0.24%
16,227
-623
IWM icon
31
iShares Russell 2000 ETF
IWM
$73.8B
$3.05M 0.24%
12,621
-9
JPM icon
32
JPMorgan Chase
JPM
$844B
$2.75M 0.21%
8,703
+7
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.87T
$2.68M 0.21%
11,009
+127
VYM icon
34
Vanguard High Dividend Yield ETF
VYM
$69.5B
$2.47M 0.19%
17,541
-9
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$3.86T
$2.3M 0.18%
9,456
+59
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$63.3B
$2.05M 0.16%
77,734
-65
UNP icon
37
Union Pacific
UNP
$140B
$1.77M 0.14%
7,503
+51
SDY icon
38
State Street SPDR S&P Dividend ETF
SDY
$20B
$1.68M 0.13%
12,000
TSLA icon
39
Tesla
TSLA
$1.5T
$1.65M 0.13%
3,715
+502
TOTL icon
40
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
$1.57M 0.12%
38,592
-1,296
BAC icon
41
Bank of America
BAC
$395B
$1.46M 0.11%
28,267
+150
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$1.43M 0.11%
28,584
+300
JNJ icon
43
Johnson & Johnson
JNJ
$498B
$1.34M 0.1%
7,249
+54
ABBV icon
44
AbbVie
ABBV
$398B
$1.25M 0.1%
5,383
+8
VUG icon
45
Vanguard Growth ETF
VUG
$204B
$1.23M 0.09%
2,559
-56
PM icon
46
Philip Morris
PM
$233B
$1.23M 0.09%
7,554
-34
VUSB icon
47
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$1.22M 0.09%
24,405
-946
SCHM icon
48
Schwab US Mid-Cap ETF
SCHM
$12.4B
$1.16M 0.09%
38,980
+370
HD icon
49
Home Depot
HD
$350B
$1.14M 0.09%
2,804
+43
MCD icon
50
McDonald's
MCD
$221B
$1.1M 0.08%
3,624
-29
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