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
EPS icon
76
WisdomTree US LargeCap Fund
EPS
$1.27B
$463K 0.04%
7,815
IGM icon
77
iShares Expanded Tech Sector ETF
IGM
$9.82B
$460K 0.04%
5,070
WMT icon
78
Walmart
WMT
$846B
$459K 0.04%
5,216
+110
CSCO icon
79
Cisco
CSCO
$279B
$439K 0.04%
7,112
+452
NEE icon
80
NextEra Energy
NEE
$174B
$428K 0.04%
6,037
-222
PANW icon
81
Palo Alto Networks
PANW
$147B
$423K 0.04%
2,477
-93
XOM icon
82
Exxon Mobil
XOM
$492B
$420K 0.04%
3,528
-378
HON icon
83
Honeywell
HON
$137B
$415K 0.04%
1,958
+7
COST icon
84
Costco
COST
$413B
$413K 0.04%
436
+2
ILCG icon
85
iShares Morningstar Growth ETF
ILCG
$3.11B
$410K 0.04%
5,060
MO icon
86
Altria Group
MO
$109B
$408K 0.04%
6,762
+332
AMD icon
87
Advanced Micro Devices
AMD
$410B
$392K 0.04%
3,813
-272
XLF icon
88
Financial Select Sector SPDR Fund
XLF
$54.6B
$387K 0.03%
7,773
+91
IWR icon
89
iShares Russell Mid-Cap ETF
IWR
$45.2B
$359K 0.03%
4,219
-84
VB icon
90
Vanguard Small-Cap ETF
VB
$68.4B
$359K 0.03%
1,617
-91
GE icon
91
GE Aerospace
GE
$321B
$352K 0.03%
1,760
+99
PEP icon
92
PepsiCo
PEP
$207B
$349K 0.03%
2,328
-570
RTX icon
93
RTX Corp
RTX
$240B
$342K 0.03%
2,578
+45
AVGO icon
94
Broadcom
AVGO
$1.67T
$336K 0.03%
2,008
-70
DJUL icon
95
FT Vest US Equity Deep Buffer ETF July
DJUL
$409M
$330K 0.03%
8,080
-476
AXP icon
96
American Express
AXP
$246B
$326K 0.03%
1,213
+6
VFH icon
97
Vanguard Financials ETF
VFH
$12.8B
$325K 0.03%
2,721
-315
GMAY icon
98
FT Vest US Equity Moderate Buffer ETF May
GMAY
$308M
$320K 0.03%
8,819
-362
SPGI icon
99
S&P Global
SPGI
$149B
$312K 0.03%
615
+24
AIVL icon
100
WisdomTree US AI Enhanced Value Fund
AIVL
$394M
$312K 0.03%
2,840
2 3
4
5 6