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
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$766B
$4.96M 0.41%
8,725
-65
GMAR icon
27
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
$4.65M 0.39%
119,425
-1,802
NVDA icon
28
NVIDIA
NVDA
$4.55T
$4.6M 0.38%
29,092
+3,309
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.25M 0.35%
8,754
-16
RSP icon
30
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$3.06M 0.25%
16,850
-147
IWM icon
31
iShares Russell 2000 ETF
IWM
$68B
$2.73M 0.23%
12,630
JPM icon
32
JPMorgan Chase
JPM
$842B
$2.52M 0.21%
8,696
+174
VYM icon
33
Vanguard High Dividend Yield ETF
VYM
$65.4B
$2.34M 0.19%
17,550
-65
GOOG icon
34
Alphabet (Google) Class C
GOOG
$3.37T
$1.93M 0.16%
10,882
+265
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$61.3B
$1.9M 0.16%
77,799
-17
UNP icon
36
Union Pacific
UNP
$131B
$1.71M 0.14%
7,452
-25
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.36T
$1.66M 0.14%
9,397
+538
SDY icon
38
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$1.63M 0.14%
12,000
TOTL icon
39
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$1.6M 0.13%
39,888
-1,311
VTEB icon
40
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$1.39M 0.12%
28,284
PM icon
41
Philip Morris
PM
$242B
$1.39M 0.12%
7,588
+192
BAC icon
42
Bank of America
BAC
$386B
$1.33M 0.11%
28,117
+161
VUSB icon
43
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
$1.26M 0.11%
25,351
-2,925
VUG icon
44
Vanguard Growth ETF
VUG
$196B
$1.15M 0.1%
2,615
JNJ icon
45
Johnson & Johnson
JNJ
$470B
$1.1M 0.09%
7,195
-374
SCHM icon
46
Schwab US Mid-Cap ETF
SCHM
$13.3B
$1.08M 0.09%
38,610
+195
MCD icon
47
McDonald's
MCD
$219B
$1.07M 0.09%
3,653
+1,308
TSLA icon
48
Tesla
TSLA
$1.34T
$1.02M 0.08%
3,213
+293
HD icon
49
Home Depot
HD
$366B
$1.01M 0.08%
2,761
+777
ABBV icon
50
AbbVie
ABBV
$411B
$998K 0.08%
5,375
+1,442
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