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
LRGF icon
126
iShares US Equity Factor ETF
LRGF
$3.02B
$259K 0.02%
3,745
XT icon
127
iShares Future Exponential Technologies ETF
XT
$3.75B
$258K 0.02%
3,588
DHR icon
128
Danaher
DHR
$163B
$254K 0.02%
1,282
+24
SCHG icon
129
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$254K 0.02%
7,972
MGK icon
130
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$251K 0.02%
624
LGLV icon
131
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.13B
$249K 0.02%
1,400
TSM icon
132
TSMC
TSM
$1.61T
$249K 0.02%
+892
GLDM icon
133
SPDR Gold MiniShares Trust
GLDM
$24.1B
$241K 0.02%
+3,146
AEP icon
134
American Electric Power
AEP
$61B
$233K 0.02%
2,067
+3
MCHP icon
135
Microchip Technology
MCHP
$36.7B
$232K 0.02%
3,612
AXON icon
136
Axon Enterprise
AXON
$44.9B
$231K 0.02%
322
-7
DE icon
137
Deere & Co
DE
$127B
$229K 0.02%
500
+21
IMCV icon
138
iShares Morningstar Mid-Cap Value ETF
IMCV
$911M
$226K 0.02%
2,808
IHF icon
139
iShares US Healthcare Providers ETF
IHF
$756M
$222K 0.02%
4,497
ESGV icon
140
Vanguard ESG US Stock ETF
ESGV
$11.9B
$221K 0.02%
+1,867
BBAG icon
141
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
$220K 0.02%
4,721
BX icon
142
Blackstone
BX
$121B
$219K 0.02%
+1,279
MA icon
143
Mastercard
MA
$484B
$216K 0.02%
380
SHW icon
144
Sherwin-Williams
SHW
$80.9B
$216K 0.02%
623
-6
ADP icon
145
Automatic Data Processing
ADP
$105B
$214K 0.02%
726
-15
XDEC icon
146
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$200M
$213K 0.02%
+5,323
QQQM icon
147
Invesco NASDAQ 100 ETF
QQQM
$71.1B
$212K 0.02%
+857
DFUS icon
148
Dimensional US Equity ETF
DFUS
$18.2B
$209K 0.02%
+2,890
BIBL icon
149
Inspire 100 ETF
BIBL
$365M
$207K 0.02%
+4,660
NOBL icon
150
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$201K 0.02%
+1,950
3 4 5
6
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