BFG

Bouchey Financial Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$145M
3
+$19.4M
4
NLR icon
VanEck Uranium + Nuclear Energy ETF
NLR
+$18.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$17.8M

Top Sells

1
+$150M
2
+$136M
3
+$22.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$20.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.2M

Sector Composition

1 Technology 6.84%
2 Consumer Discretionary 2.26%
3 Financials 0.94%
4 Communication Services 0.64%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XJUL icon
101
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$44.1M
$402K 0.03%
10,287
-101
TQQQ icon
102
ProShares UltraPro QQQ
TQQQ
$27B
$391K 0.03%
7,424
-10
IWL icon
103
iShares Russell Top 200 ETF
IWL
$2.02B
$380K 0.03%
2,229
-26
HON icon
104
Honeywell
HON
$153B
$369K 0.03%
1,893
-8
VFH icon
105
Vanguard Financials ETF
VFH
$12.4B
$363K 0.03%
2,721
KEY icon
106
KeyCorp
KEY
$21.5B
$358K 0.03%
17,345
VV icon
107
Vanguard Large-Cap ETF
VV
$47B
$358K 0.03%
1,136
GJUL icon
108
FT Vest US Equity Moderate Buffer ETF July
GJUL
$393M
$356K 0.03%
8,613
-180
COST icon
109
Costco
COST
$443B
$344K 0.03%
399
-49
PEP icon
110
PepsiCo
PEP
$220B
$343K 0.03%
2,381
+81
SPGI icon
111
S&P Global
SPGI
$130B
$336K 0.03%
643
+64
VIG icon
112
Vanguard Dividend Appreciation ETF
VIG
$102B
$334K 0.03%
1,519
+1
MGK icon
113
Vanguard Mega Cap Growth ETF
MGK
$29.4B
$329K 0.02%
797
+173
UNH icon
114
UnitedHealth
UNH
$256B
$328K 0.02%
994
-9
AIVL icon
115
WisdomTree US AI Enhanced Value Fund
AIVL
$387M
$327K 0.02%
2,840
MDY icon
116
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
$325K 0.02%
536
PLTR icon
117
Palantir
PLTR
$361B
$319K 0.02%
1,797
+243
TSM icon
118
TSMC
TSM
$1.8T
$315K 0.02%
1,035
+143
WMT icon
119
Walmart Inc
WMT
$997B
$312K 0.02%
2,798
-2,347
LRCX icon
120
Lam Research
LRCX
$269B
$310K 0.02%
+1,810
VCR icon
121
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$310K 0.02%
786
GSEW icon
122
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.63B
$307K 0.02%
3,605
DHR icon
123
Danaher
DHR
$138B
$299K 0.02%
1,304
+22
ALL icon
124
Allstate
ALL
$53.9B
$299K 0.02%
1,427
-62
T icon
125
AT&T
T
$194B
$298K 0.02%
11,995
-223
3 4
5
6 7