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
$1.2B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$28.1M
3
+$16.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.2M
5
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$3.09M

Top Sells

1
+$26.7M
2
+$26.6M
3
+$14.9M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$6.95M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.82M

Sector Composition

1 Technology 6.44%
2 Consumer Discretionary 2.41%
3 Financials 1.02%
4 Communication Services 0.46%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$305B
$522K 0.04%
7,529
+417
AMD icon
77
Advanced Micro Devices
AMD
$404B
$521K 0.04%
3,673
-140
LMT icon
78
Lockheed Martin
LMT
$105B
$517K 0.04%
1,117
-5
WMT icon
79
Walmart
WMT
$818B
$504K 0.04%
5,151
-65
EPS icon
80
WisdomTree US LargeCap Fund
EPS
$1.27B
$500K 0.04%
7,815
ILCG icon
81
iShares Morningstar Growth ETF
ILCG
$3.03B
$490K 0.04%
5,060
PANW icon
82
Palo Alto Networks
PANW
$140B
$474K 0.04%
2,315
-162
AMGN icon
83
Amgen
AMGN
$181B
$473K 0.04%
1,694
-71
HON icon
84
Honeywell
HON
$127B
$448K 0.04%
1,922
-36
COST icon
85
Costco
COST
$410B
$437K 0.04%
441
+5
NEE icon
86
NextEra Energy
NEE
$175B
$425K 0.04%
6,119
+82
XLF icon
87
Financial Select Sector SPDR Fund
XLF
$54.5B
$411K 0.03%
7,843
+70
MO icon
88
Altria Group
MO
$97B
$409K 0.03%
6,951
+189
GAUG icon
89
FT Vest US Equity Moderate Buffer ETF August
GAUG
$317M
$397K 0.03%
+10,733
AXP icon
90
American Express
AXP
$251B
$391K 0.03%
1,225
+12
VB icon
91
Vanguard Small-Cap ETF
VB
$66.2B
$389K 0.03%
1,640
+23
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$44.1B
$388K 0.03%
4,219
T icon
93
AT&T
T
$183B
$377K 0.03%
13,020
+3,650
RTX icon
94
RTX Corp
RTX
$233B
$373K 0.03%
2,557
-21
XOM icon
95
Exxon Mobil
XOM
$501B
$372K 0.03%
3,453
-75
CAT icon
96
Caterpillar
CAT
$259B
$363K 0.03%
936
+139
ABT icon
97
Abbott
ABT
$225B
$359K 0.03%
2,638
+1,111
VFH icon
98
Vanguard Financials ETF
VFH
$12.7B
$346K 0.03%
2,721
IWL icon
99
iShares Russell Top 200 ETF
IWL
$1.89B
$345K 0.03%
2,255
VV icon
100
Vanguard Large-Cap ETF
VV
$46.6B
$324K 0.03%
1,136
2 3
4
5 6