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

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M

Top Sells

1
+$746K
2
+$720K
3
+$424K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$353K
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
$2.02B
$375K 0.03%
2,255
MS icon
102
Morgan Stanley
MS
$255B
$361K 0.03%
2,268
VFH icon
103
Vanguard Financials ETF
VFH
$12.4B
$357K 0.03%
2,721
GJUL icon
104
FT Vest US Equity Moderate Buffer ETF July
GJUL
$393M
$357K 0.03%
+8,793
FAST icon
105
Fastenal
FAST
$53.2B
$351K 0.03%
7,159
+121
VV icon
106
Vanguard Large-Cap ETF
VV
$47B
$350K 0.03%
1,136
URI icon
107
United Rentals
URI
$48.9B
$347K 0.03%
363
+1
UNH icon
108
UnitedHealth
UNH
$256B
$346K 0.03%
1,003
+41
T icon
109
AT&T
T
$194B
$345K 0.03%
12,218
-802
ABT icon
110
Abbott
ABT
$192B
$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
$387M
$325K 0.03%
2,840
KEY icon
113
KeyCorp
KEY
$21.5B
$324K 0.03%
17,345
+2,402
PEP icon
114
PepsiCo
PEP
$220B
$323K 0.02%
2,300
+278
ALL icon
115
Allstate
ALL
$53.9B
$321K 0.02%
1,489
+24
MDY icon
116
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.4B
$320K 0.02%
536
VCR icon
117
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$311K 0.02%
786
GSEW icon
118
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.63B
$307K 0.02%
3,605
VWO icon
119
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$296K 0.02%
5,468
PLTR icon
120
Palantir
PLTR
$361B
$283K 0.02%
+1,554
SPGI icon
121
S&P Global
SPGI
$130B
$282K 0.02%
579
-6
ANET icon
122
Arista Networks
ANET
$175B
$273K 0.02%
+1,875
XJUN icon
123
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$137M
$271K 0.02%
+6,427
SCHK icon
124
Schwab 1000 Index ETF
SCHK
$4.85B
$269K 0.02%
8,378
ONEQ icon
125
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$261K 0.02%
2,931
3 4
5
6 7