BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.03M
3
+$1.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.57M

Top Sells

1
+$1.37M
2
+$1.28M
3
+$847K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$714K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$629K

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 2.21%
3 Financials 1.02%
4 Healthcare 0.41%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.89T
$4.98M 0.45%
13,271
+898
XLK icon
27
Technology Select Sector SPDR Fund
XLK
$96.5B
$4.97M 0.45%
24,092
-559
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.67M 0.42%
8,770
+19
VOO icon
29
Vanguard S&P 500 ETF
VOO
$771B
$4.52M 0.41%
8,790
+7,344
GMAR icon
30
FT Vest US Equity Moderate Buffer ETF March
GMAR
$416M
$4.51M 0.41%
121,227
-14,370
RSP icon
31
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$2.94M 0.27%
16,997
-308
NVDA icon
32
NVIDIA
NVDA
$4.53T
$2.79M 0.25%
25,783
+7,736
IWM icon
33
iShares Russell 2000 ETF
IWM
$71.6B
$2.52M 0.23%
12,630
-729
VYM icon
34
Vanguard High Dividend Yield ETF
VYM
$65.6B
$2.27M 0.2%
17,615
+248
JPM icon
35
JPMorgan Chase
JPM
$818B
$2.09M 0.19%
8,522
+100
UNP icon
36
Union Pacific
UNP
$128B
$1.77M 0.16%
7,477
-9
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$61.9B
$1.72M 0.16%
77,816
+1,098
TOTL icon
38
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.91B
$1.66M 0.15%
41,199
-343
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.15T
$1.66M 0.15%
10,617
-133
SDY icon
40
SPDR S&P Dividend ETF
SDY
$20.2B
$1.63M 0.15%
12,000
VUSB icon
41
Vanguard Ultra-Short Bond ETF
VUSB
$5.69B
$1.41M 0.13%
28,276
-8,298
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.4M 0.13%
28,284
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$3.14T
$1.37M 0.12%
8,859
-350
JNJ icon
44
Johnson & Johnson
JNJ
$459B
$1.26M 0.11%
7,569
+404
PM icon
45
Philip Morris
PM
$245B
$1.18M 0.11%
7,396
+1,214
BAC icon
46
Bank of America
BAC
$385B
$1.17M 0.11%
27,956
-180
SCHM icon
47
Schwab US Mid-Cap ETF
SCHM
$13.7B
$1.01M 0.09%
38,415
VUG icon
48
Vanguard Growth ETF
VUG
$199B
$970K 0.09%
2,615
-42
VNQ icon
49
Vanguard Real Estate ETF
VNQ
$34.6B
$945K 0.09%
10,436
+2
LLY icon
50
Eli Lilly
LLY
$740B
$901K 0.08%
1,091
-16
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