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BFS

Boyer Financial Services Portfolio holdings

AUM $94.3M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.17M
3
+$8.88M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$8.44M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$5.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.14%
2 Consumer Discretionary 1.9%
3 Communication Services 0.66%
4 Energy 0.59%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.27T
$665K 0.71%
+2,455
TSM icon
27
TSMC
TSM
$2.22T
$648K 0.69%
+2,027
QTUM icon
28
Defiance Quantum ETF
QTUM
$5.72B
$581K 0.62%
+5,170
AMZN icon
29
Amazon
AMZN
$2.63T
$577K 0.61%
+2,549
FWD icon
30
AB Disruptors ETF
FWD
$2.87B
$532K 0.56%
+4,979
VTI icon
31
Vanguard Total Stock Market ETF
VTI
$645B
$446K 0.47%
+1,327
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.44T
$370K 0.39%
+1,173
EME icon
33
Emcor
EME
$36.8B
$365K 0.39%
+572
EPD icon
34
Enterprise Products Partners
EPD
$80.8B
$321K 0.34%
+9,978
TCAF icon
35
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.04B
$312K 0.33%
+8,174
LEN icon
36
Lennar Class A
LEN
$22.8B
$307K 0.33%
+2,947
PSA icon
37
Public Storage
PSA
$56.7B
$287K 0.3%
+1,111
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$242K 0.26%
+354
CVX icon
39
Chevron
CVX
$372B
$238K 0.25%
+1,529
APGE icon
40
Apogee Therapeutics
APGE
$6.41B
$237K 0.25%
+3,126
META icon
41
Meta Platforms (Facebook)
META
$1.48T
$227K 0.24%
+349
VGT icon
42
Vanguard Information Technology ETF
VGT
$140B
$222K 0.23%
+2,344
GLD icon
43
SPDR Gold Trust
GLD
$140B
$207K 0.22%
+520
BUFR icon
44
FT Vest Fund of Buffer ETFs
BUFR
$9.55B
$203K 0.22%
+5,913
JEPI icon
45
JPMorgan Equity Premium Income ETF
JEPI
$44.5B
$200K 0.21%
+3,495
RCT
46
RedCloud Holdings
RCT
$33.3M
$176K 0.19%
+123,339
MRKR icon
47
Marker Therapeutics
MRKR
$23.5M
$56.7K 0.06%
+36,817
OPAL icon
48
OPAL Fuels
OPAL
$60.7M
$36.3K 0.04%
+15,233
CRDL
49
Cardiol Therapeutics
CRDL
$124M
$32.9K 0.03%
+33,100
NIPG
50
NIP Group Inc
NIPG
$93.8M
$23.9K 0.03%
+20,800
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