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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
TJX icon
151
TJX Companies
TJX
$185B
$245K 0.02%
1,487
+72
IMCV icon
152
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.05B
$245K 0.02%
2,808
NFLX icon
153
Netflix
NFLX
$345B
$244K 0.02%
+2,387
BIBL icon
154
Inspire 100 ETF
BIBL
$456M
$234K 0.02%
4,660
INTC icon
155
Intel
INTC
$538B
$233K 0.02%
+3,778
SXI icon
156
Standex International
SXI
$3.52B
$229K 0.02%
+840
SHW icon
157
Sherwin-Williams
SHW
$75B
$229K 0.02%
682
+47
VLO icon
158
Valero Energy
VLO
$76.6B
$228K 0.02%
+971
GS icon
159
Goldman Sachs
GS
$295B
$225K 0.02%
249
+18
ANET icon
160
Arista Networks
ANET
$191B
$223K 0.02%
1,526
-44
ESGV icon
161
Vanguard ESG US Stock ETF
ESGV
$12.7B
$220K 0.02%
1,867
NOBL icon
162
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$219K 0.02%
4,060
+160
SPDW icon
163
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.1B
$218K 0.02%
+4,540
BBAG icon
164
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$218K 0.02%
4,720
COP icon
165
ConocoPhillips
COP
$146B
$216K 0.02%
+1,752
MA icon
166
Mastercard
MA
$432B
$216K 0.02%
428
+12
TPL icon
167
Texas Pacific Land
TPL
$25.9B
$214K 0.02%
+567
DFUS icon
168
Dimensional US Equity ETF
DFUS
$19.9B
$214K 0.02%
2,890
KLAC icon
169
KLA
KLAC
$279B
$214K 0.02%
+124
MUNY
170
Vanguard New York Tax-Exempt Bond ETF
MUNY
$410M
$203K 0.01%
1,972
IHF icon
171
iShares US Healthcare Providers ETF
IHF
$988M
$202K 0.01%
4,497
BBDC icon
172
Barings BDC
BBDC
$875M
$85.7K 0.01%
10,276
PLUG icon
173
Plug Power
PLUG
$3.99B
$34.4K ﹤0.01%
12,551
+2,108
ORCL icon
174
Oracle
ORCL
$579B
– –
-1,353
PAYX icon
175
Paychex
PAYX
$36.2B
– –
-3,713
4 5 6
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