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
MCD icon
51
McDonald's
MCD
$213B
$1.14M 0.08%
3,676
+173
NUE icon
52
Nucor
NUE
$48.8B
$1.14M 0.08%
6,158
+12
LLY icon
53
Eli Lilly
LLY
$790B
$1.11M 0.08%
1,165
+42
XLV icon
54
State Street Health Care Select Sector SPDR ETF
XLV
$37.9B
$1.11M 0.08%
7,452
-176
VUSB icon
55
Vanguard Ultra-Short Bond ETF
VUSB
$8.2B
$1.11M 0.08%
22,239
-3,170
GDEC icon
56
FT Vest US Equity Moderate Buffer ETF December
GDEC
$444M
$1.08M 0.08%
28,527
+16,969
CAT icon
57
Caterpillar
CAT
$387B
$1.02M 0.07%
1,298
+318
IVV icon
58
iShares Core S&P 500 ETF
IVV
$788B
$1.01M 0.07%
1,476
+17
META icon
59
Meta Platforms (Facebook)
META
$1.71T
$1.01M 0.07%
1,602
+51
ABBV icon
60
AbbVie
ABBV
$351B
$996K 0.07%
4,689
-141
AMD icon
61
Advanced Micro Devices
AMD
$567B
$982K 0.07%
4,148
-23
CSCO icon
62
Cisco
CSCO
$352B
$979K 0.07%
11,730
+2,236
HD icon
63
Home Depot
HD
$335B
$979K 0.07%
2,883
+236
VNQ icon
64
Vanguard Real Estate ETF
VNQ
$36.7B
$967K 0.07%
10,425
GE icon
65
GE Aerospace
GE
$297B
$932K 0.07%
2,976
+63
AAUA
66
Alpha Architect US Equity 3 ETF
AAUA
$353M
$915K 0.07%
+17,822
ET icon
67
Energy Transfer Partners
ET
$65.6B
$790K 0.06%
41,402
LMT icon
68
Lockheed Martin
LMT
$118B
$775K 0.06%
1,242
+119
XOM icon
69
Exxon Mobil
XOM
$619B
$771K 0.06%
4,970
+296
VXF icon
70
Vanguard Extended Market ETF
VXF
$28.2B
$765K 0.06%
3,561
IJR icon
71
iShares Core S&P Small-Cap ETF
IJR
$101B
$745K 0.05%
5,699
PULS icon
72
PGIM Ultra Short Bond ETF
PULS
$15.2B
$739K 0.05%
+14,908
GEV icon
73
GE Vernova
GEV
$309B
$739K 0.05%
763
+57
IBM icon
74
IBM
IBM
$218B
$730K 0.05%
3,076
+4
USMV icon
75
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$675K 0.05%
7,193
1 2
3
4 5