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
MGK icon
126
Vanguard Mega Cap Growth ETF
MGK
$6.36B
$310K 0.02%
804
+7
VWO icon
127
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$309K 0.02%
5,468
HDV
128
iShares Core High Dividend ETF
HDV
$13.3B
$308K 0.02%
2,275
UNH icon
129
UnitedHealth
UNH
$322B
$308K 0.02%
1,003
+9
KO icon
130
Coca-Cola
KO
$330B
$303K 0.02%
3,873
+852
PLTR icon
131
Palantir
PLTR
$342B
$303K 0.02%
2,320
+523
VCR icon
132
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$294K 0.02%
786
GLDM icon
133
SPDR Gold MiniShares Trust
GLDM
$31.2B
$294K 0.02%
3,110
-36
AXP icon
134
American Express
AXP
$214B
$287K 0.02%
902
-195
ULST icon
135
State Street Ultra Short Term Bond ETF
ULST
$602M
$282K 0.02%
+6,979
AEP icon
136
American Electric Power
AEP
$73.2B
$281K 0.02%
2,050
-28
URI icon
137
United Rentals
URI
$61B
$279K 0.02%
363
-1
XJUN icon
138
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$177M
$278K 0.02%
6,361
-17
REGN icon
139
Regeneron Pharmaceuticals
REGN
$79.5B
$276K 0.02%
359
+29
MCHP icon
140
Microchip Technology
MCHP
$48.4B
$275K 0.02%
3,861
+90
SCHK icon
141
Schwab 1000 Index ETF
SCHK
$5.24B
$274K 0.02%
8,378
SCHG icon
142
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$271K 0.02%
8,912
+940
VFH icon
143
Vanguard Financials ETF
VFH
$12.9B
$270K 0.02%
2,144
-577
SPGI icon
144
S&P Global
SPGI
$129B
$267K 0.02%
630
-13
ONEQ icon
145
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.91B
$263K 0.02%
2,931
LRGF icon
146
iShares US Equity Factor ETF
LRGF
$3.14B
$258K 0.02%
3,745
XT icon
147
iShares Future Exponential Technologies ETF
XT
$3.83B
$256K 0.02%
3,588
LGLV icon
148
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$255K 0.02%
1,400
NOC icon
149
Northrop Grumman
NOC
$81.7B
$255K 0.02%
+369
DHR icon
150
Danaher
DHR
$125B
$252K 0.02%
1,306
+2
4 5
6
7 8