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
ABBV icon
51
AbbVie
ABBV
$403B
$824K 0.07%
3,933
-70
IVV icon
52
iShares Core S&P 500 ETF
IVV
$672B
$786K 0.07%
1,398
+8
IBM icon
53
IBM
IBM
$287B
$776K 0.07%
3,123
-105
ET icon
54
Energy Transfer Partners
ET
$57.4B
$770K 0.07%
41,402
TSLA icon
55
Tesla
TSLA
$1.44T
$757K 0.07%
2,920
-137
NUE icon
56
Nucor
NUE
$31.8B
$738K 0.07%
6,108
+12
MCD icon
57
McDonald's
MCD
$218B
$733K 0.07%
2,345
-13
HD icon
58
Home Depot
HD
$385B
$727K 0.07%
1,984
+6
VTV icon
59
Vanguard Value ETF
VTV
$149B
$699K 0.06%
4,046
-153
META icon
60
Meta Platforms (Facebook)
META
$1.85T
$685K 0.06%
1,189
-13
TSLX icon
61
Sixth Street Specialty
TSLX
$2.12B
$677K 0.06%
30,252
V icon
62
Visa
V
$674B
$676K 0.06%
1,930
+39
USMV icon
63
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$670K 0.06%
7,157
PG icon
64
Procter & Gamble
PG
$357B
$614K 0.06%
3,600
-181
VXF icon
65
Vanguard Extended Market ETF
VXF
$24.9B
$613K 0.06%
3,561
MU icon
66
Micron Technology
MU
$246B
$607K 0.05%
6,973
+97
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$604K 0.05%
5,779
-620
UNH icon
68
UnitedHealth
UNH
$328B
$599K 0.05%
1,144
-198
PAYX icon
69
Paychex
PAYX
$44.8B
$596K 0.05%
3,866
+128
VZ icon
70
Verizon
VZ
$164B
$553K 0.05%
12,194
-967
AMGN icon
71
Amgen
AMGN
$157B
$550K 0.05%
1,765
+20
HACK icon
72
Amplify Cybersecurity ETF
HACK
$2.42B
$546K 0.05%
7,605
-695
WFC icon
73
Wells Fargo
WFC
$272B
$535K 0.05%
7,458
+716
VEU icon
74
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$501K 0.05%
8,263
+35
LMT icon
75
Lockheed Martin
LMT
$112B
$501K 0.05%
1,122
+16
1 2
3
4 5