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
MU icon
51
Micron Technology
MU
$297B
$1.07M 0.08%
6,407
-719
IVV icon
52
iShares Core S&P 500 ETF
IVV
$738B
$1.01M 0.08%
1,507
+110
META icon
53
Meta Platforms (Facebook)
META
$1.64T
$975K 0.08%
1,327
+38
VNQ icon
54
Vanguard Real Estate ETF
VNQ
$33.6B
$954K 0.07%
10,435
-1
GE icon
55
GE Aerospace
GE
$299B
$871K 0.07%
2,895
+534
IBM icon
56
IBM
IBM
$292B
$859K 0.07%
3,045
-82
NUE icon
57
Nucor
NUE
$37.6B
$834K 0.06%
6,134
+12
LLY icon
58
Eli Lilly
LLY
$889B
$831K 0.06%
1,089
-3
VTV icon
59
Vanguard Value ETF
VTV
$156B
$755K 0.06%
4,041
-5
VXF icon
60
Vanguard Extended Market ETF
VXF
$25.5B
$745K 0.06%
3,561
ET icon
61
Energy Transfer Partners
ET
$56.5B
$710K 0.05%
41,402
V icon
62
Visa
V
$628B
$710K 0.05%
2,079
+27
AVGO icon
63
Broadcom
AVGO
$1.95T
$700K 0.05%
2,123
-77
USMV icon
64
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
$684K 0.05%
7,193
+36
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$679K 0.05%
5,712
-67
HACK icon
66
Amplify Cybersecurity ETF
HACK
$2.26B
$660K 0.05%
7,605
XAUG icon
67
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$28.9M
$645K 0.05%
17,563
+869
IGM icon
68
iShares Expanded Tech Sector ETF
IGM
$9.17B
$639K 0.05%
5,070
WFC icon
69
Wells Fargo
WFC
$285B
$631K 0.05%
7,534
+101
CSCO icon
70
Cisco
CSCO
$317B
$631K 0.05%
9,226
+1,697
AMD icon
71
Advanced Micro Devices
AMD
$360B
$612K 0.05%
3,782
+109
VZ icon
72
Verizon
VZ
$168B
$597K 0.05%
13,589
-135
CVX icon
73
Chevron
CVX
$303B
$595K 0.05%
3,829
-8
VEU icon
74
Vanguard FTSE All-World ex-US ETF
VEU
$53.3B
$587K 0.05%
8,228
LMT icon
75
Lockheed Martin
LMT
$108B
$575K 0.04%
1,151
+34
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3
4 5