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
XLK icon
26
State Street Technology Select Sector SPDR ETF
XLK
$102B
$6.95M 0.51%
48,945
+1,582
MSFT icon
27
Microsoft
MSFT
$3.15T
$5.33M 0.39%
14,285
-21
NVDA icon
28
NVIDIA
NVDA
$5.06T
$5.23M 0.38%
28,454
-3,506
GMAR icon
29
FT Vest US Equity Moderate Buffer ETF March
GMAR
$392M
$4.48M 0.33%
105,076
-9,423
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.01T
$4.17M 0.31%
8,588
-109
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.17T
$3.41M 0.25%
10,696
+787
IWM icon
32
iShares Russell 2000 ETF
IWM
$77.6B
$3.31M 0.24%
12,623
RSP icon
33
Invesco S&P 500 Equal Weight ETF
RSP
$87.9B
$3.09M 0.23%
15,579
-520
VYM icon
34
Vanguard High Dividend Yield ETF
VYM
$76B
$2.68M 0.2%
17,542
+1
JPM icon
35
JPMorgan Chase
JPM
$826B
$2.59M 0.19%
8,323
-417
AVGO icon
36
Broadcom
AVGO
$2T
$2.21M 0.16%
6,231
+3,705
GOOG icon
37
Alphabet (Google) Class C
GOOG
$4.14T
$2.14M 0.16%
6,767
-4,620
SCHX icon
38
Schwab US Large- Cap ETF
SCHX
$67.7B
$2.09M 0.15%
77,969
+605
MU icon
39
Micron Technology
MU
$560B
$2.06M 0.15%
4,887
+211
UNP icon
40
Union Pacific
UNP
$160B
$1.94M 0.14%
7,727
+238
JNJ icon
41
Johnson & Johnson
JNJ
$548B
$1.85M 0.14%
7,666
+300
SCHA icon
42
Schwab U.S Small- Cap ETF
SCHA
$22B
$1.84M 0.13%
59,565
-226,266
SDY icon
43
State Street SPDR S&P Dividend ETF
SDY
$21B
$1.78M 0.13%
12,000
TSLA icon
44
Tesla
TSLA
$1.41T
$1.55M 0.11%
4,495
+339
XDEC icon
45
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$172M
$1.45M 0.11%
35,188
+19,687
TOTL icon
46
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.2B
$1.41M 0.1%
35,389
-372
SCHM icon
47
Schwab US Mid-Cap ETF
SCHM
$14.1B
$1.27M 0.09%
38,980
BAC icon
48
Bank of America
BAC
$371B
$1.26M 0.09%
23,915
-4,510
PM icon
49
Philip Morris
PM
$256B
$1.21M 0.09%
7,482
+27
VTEB icon
50
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.2B
$1.18M 0.09%
23,552
+2,275
1
2
3 4 5