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
MUB icon
101
iShares National Muni Bond ETF
MUB
$43.7B
$456K 0.03%
4,263
DFAS icon
102
Dimensional US Small Cap ETF
DFAS
$14B
$444K 0.03%
5,943
-65,911
IWR icon
103
iShares Russell Mid-Cap ETF
IWR
$52B
$430K 0.03%
4,249
-2
PANW icon
104
Palo Alto Networks
PANW
$145B
$427K 0.03%
2,558
+218
VUG icon
105
Vanguard Growth ETF
VUG
$35.4B
$426K 0.03%
926
-1,633
MS icon
106
Morgan Stanley
MS
$297B
$419K 0.03%
2,351
+39
PEP icon
107
PepsiCo
PEP
$212B
$413K 0.03%
2,622
+241
XJUL icon
108
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$71.1M
$408K 0.03%
10,287
MRK icon
109
Merck
MRK
$276B
$396K 0.03%
3,230
+1,311
FAST icon
110
Fastenal
FAST
$51.3B
$380K 0.03%
7,730
+380
TSM icon
111
TSMC
TSM
$2.09T
$376K 0.03%
1,029
-6
IWL icon
112
iShares Russell Top 200 ETF
IWL
$2.11B
$375K 0.03%
2,229
KEY icon
113
KeyCorp
KEY
$23.5B
$369K 0.03%
17,029
-316
TQQQ icon
114
ProShares UltraPro QQQ
TQQQ
$33.7B
$363K 0.03%
7,424
VV icon
115
Vanguard Large-Cap ETF
VV
$50.1B
$355K 0.03%
1,136
GJUL icon
116
FT Vest US Equity Moderate Buffer ETF July
GJUL
$391M
$350K 0.03%
8,365
-248
MDY icon
117
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$347K 0.03%
536
AIVL icon
118
WisdomTree US AI Enhanced Value Fund
AIVL
$393M
$345K 0.03%
2,840
AMAT icon
119
Applied Materials
AMAT
$331B
$345K 0.03%
+867
VIG icon
120
Vanguard Dividend Appreciation ETF
VIG
$105B
$339K 0.02%
1,519
ALL icon
121
Allstate
ALL
$55B
$334K 0.02%
1,557
+130
T icon
122
AT&T
T
$182B
$332K 0.02%
12,385
+390
CBU icon
123
Community Bank
CBU
$3.27B
$330K 0.02%
+5,246
GSEW icon
124
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.72B
$315K 0.02%
3,605
ABT icon
125
Abbott
ABT
$158B
$312K 0.02%
3,038
+731
3 4
5
6 7