BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$145M
3
+$19.4M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$18.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.8M

Top Sells

1
+$150M
2
+$136M
3
+$22.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.2M

Sector Composition

1 Technology 6.84%
2 Consumer Discretionary 2.26%
3 Financials 0.94%
4 Communication Services 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
$1.18M 0.09%
7,628
-139,329
SCHM icon
52
Schwab US Mid-Cap ETF
SCHM
$13.1B
$1.17M 0.09%
38,980
ABBV icon
53
AbbVie
ABBV
$401B
$1.1M 0.08%
4,830
-553
MCD icon
54
McDonald's
MCD
$234B
$1.07M 0.08%
3,503
-121
VTEB icon
55
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.6B
$1.07M 0.08%
21,277
-7,307
META icon
56
Meta Platforms (Facebook)
META
$1.65T
$1.02M 0.08%
1,551
+224
NUE icon
57
Nucor
NUE
$38.8B
$1.01M 0.08%
6,146
+12
IVV icon
58
iShares Core S&P 500 ETF
IVV
$736B
$1,000K 0.07%
1,459
-48
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$36.2B
$923K 0.07%
10,425
-10
HD icon
60
Home Depot
HD
$356B
$911K 0.07%
2,647
-157
IBM icon
61
IBM
IBM
$235B
$910K 0.07%
3,072
+27
GE icon
62
GE Aerospace
GE
$342B
$898K 0.07%
2,913
+18
AMD icon
63
Advanced Micro Devices
AMD
$331B
$893K 0.07%
4,171
+389
AVGO icon
64
Broadcom
AVGO
$1.62T
$874K 0.07%
2,526
+403
VTV icon
65
Vanguard Value ETF
VTV
$167B
$772K 0.06%
4,041
VXF icon
66
Vanguard Extended Market ETF
VXF
$25.8B
$745K 0.06%
3,561
CSCO icon
67
Cisco
CSCO
$307B
$731K 0.05%
9,494
+268
WFC icon
68
Wells Fargo
WFC
$242B
$708K 0.05%
7,592
+58
V icon
69
Visa
V
$605B
$702K 0.05%
2,001
-78
IJR icon
70
iShares Core S&P Small-Cap ETF
IJR
$92.2B
$685K 0.05%
5,699
-13
ET icon
71
Energy Transfer Partners
ET
$63B
$683K 0.05%
41,402
USMV icon
72
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$677K 0.05%
7,193
IGM icon
73
iShares Expanded Tech Sector ETF
IGM
$8.24B
$655K 0.05%
5,070
XAUG icon
74
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$24.4M
$650K 0.05%
17,358
-205
XDEC icon
75
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$168M
$634K 0.05%
15,501
+10,178
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3
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