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BFS
Boyer Financial Services Portfolio holdings
AUM
$118M
This Fund
S&P 500
This Quarter
Est. Return
+1.78%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.3M
AUM Growth
–
Cap. Flow
+$93.2M
Cap. Flow
% of AUM
98.86%
Top 10 Holdings %
Top 10 Hldgs %
67.33%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Dividend Growers ETF
CGDG
|
+$10M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
+$9.17M |
| 3 |
Capital Group Core Balanced ETF
CGBL
|
+$8.88M |
| 4 |
Capital Group Growth ETF
CGGR
|
+$8.44M |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
+$5.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 91.62% |
| 2 | Technology | 4.14% |
| 3 | Consumer Discretionary | 1.9% |
| 4 | Communication Services | 0.66% |
| 5 | Energy | 0.59% |
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Boyer Financial Services's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Boyer Financial Services, which disclosed 51 positions worth $94.3M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is Capital Group Dividend Growers ETF: 284,499 shares worth $10.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, followed by Technology and Consumer Discretionary.
- Boyer Financial Services's largest Q4 2025 buy was Capital Group Dividend Growers ETF: 284,499 shares worth $10.2M.
- Boyer Financial Services's ten largest holdings make up 67% of its $94.3M portfolio in Q4 2025.
- Boyer Financial Services disclosed 51 positions in Q4 2025, its first 13F filing on record.
Based on Boyer Financial Services's 13F filing for Q4 2025, filed 30 Jan 2026.