BFG
Bouchey Financial Group Portfolio holdings
AUM
$1.36B
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$1.36B
AUM Growth
+$29.5M
(+2.2%)
Holding
179
Top Buys
| 1 | +$40M | |
| 2 | +$12.3M | |
| 3 | +$6.38M | |
| 4 |
VanEck Bitcoin Trust
HODL
|
+$5.85M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2M |
Top Sells
| 1 | +$35.5M | |
| 2 | +$6.78M | |
| 3 | +$5.44M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.21M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Paychex
PAYX
$32.2B
| – | – |
-3,713
|
|
||
177
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
| – | – |
-1,416,984
|
|
||
178
Thermo Fisher Scientific
TMO
$175B
| – | – |
-358
|
|
||
179
Vanguard Small-Cap ETF
VB
$76.6B
| – | – |
-1,562
|
|