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
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.74M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.09M

Top Sells

1
+$783K
2
+$720K
3
+$430K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$361K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWL icon
101
iShares Russell Top 200 ETF
IWL
$2.01B
$375K 0.03%
2,255
MS icon
102
Morgan Stanley
MS
$286B
$361K 0.03%
2,268
VFH icon
103
Vanguard Financials ETF
VFH
$13.2B
$357K 0.03%
2,721
GJUL icon
104
FT Vest US Equity Moderate Buffer ETF July
GJUL
$439M
$357K 0.03%
+8,793
FAST icon
105
Fastenal
FAST
$47B
$351K 0.03%
7,159
+121
VV icon
106
Vanguard Large-Cap ETF
VV
$47.5B
$350K 0.03%
1,136
URI icon
107
United Rentals
URI
$51.8B
$347K 0.03%
363
+1
UNH icon
108
UnitedHealth
UNH
$297B
$346K 0.03%
1,003
+41
T icon
109
AT&T
T
$173B
$345K 0.03%
12,218
-802
ABT icon
110
Abbott
ABT
$213B
$340K 0.03%
2,539
-99
VIG icon
111
Vanguard Dividend Appreciation ETF
VIG
$102B
$328K 0.03%
1,518
AIVL icon
112
WisdomTree US AI Enhanced Value Fund
AIVL
$383M
$325K 0.03%
2,840
KEY icon
113
KeyCorp
KEY
$22.4B
$324K 0.03%
17,345
+2,402
PEP icon
114
PepsiCo
PEP
$205B
$323K 0.02%
2,300
+278
ALL icon
115
Allstate
ALL
$52.6B
$321K 0.02%
1,489
+24
MDY icon
116
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
$320K 0.02%
536
VCR icon
117
Vanguard Consumer Discretionary ETF
VCR
$6.37B
$311K 0.02%
786
GSEW icon
118
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.45B
$307K 0.02%
3,605
VWO icon
119
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$296K 0.02%
5,468
PLTR icon
120
Palantir
PLTR
$448B
$283K 0.02%
+1,554
SPGI icon
121
S&P Global
SPGI
$149B
$282K 0.02%
579
-6
ANET icon
122
Arista Networks
ANET
$167B
$273K 0.02%
+1,875
XJUN icon
123
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$143M
$271K 0.02%
+6,427
SCHK icon
124
Schwab 1000 Index ETF
SCHK
$4.86B
$269K 0.02%
8,378
ONEQ icon
125
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.44B
$261K 0.02%
2,931
3 4
5
6 7