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Boyer Financial Services, Inc.

Portfolio Manager
Boyer Financial Services, Inc.
Performance
-2.27% (2026 Q1)
AUM (13F)
$94.32M
# of Holdings
44
Performance Rank
Allocation (Top 20)
90.66%

Boyer Financial Services, Inc. Holdings Map

Top 44 Boyer Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CGDG
CAPITAL GROUP DIVIDEND GROWE
11.31%297.2K$10.7M
+4.45%(+12.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 284.5K shares2026-Q1: 297.2K shares
$35.17(+5.51%)
2026-03-31
CGBL
CAPITAL GROUP CORE BALANCED
10.69%292.9K$10.1M
+15.37%(+39.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 253.9K shares2026-Q1: 292.9K shares
$35.00(+4.93%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
10.13%224.6K$9.6M
+5.13%(+10.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 213.6K shares2026-Q1: 224.6K shares
$42.85(+8.90%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
8.88%208.4K$8.4M
+9.06%(+17.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 191.1K shares2026-Q1: 208.4K shares
$44.04(+2.52%)
2026-03-31
CGGO
CAPITAL GROUP GBL GROWTH EQT
6.13%173.3K$5.8M
+8.89%(+14.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 159.2K shares2026-Q1: 173.3K shares
$34.38(+11.38%)
2026-03-31
CGCB
CAPITAL GRP FIXED INCM ETF T
5.39%193.6K$5.1M
+2.87%(+5.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 188.2K shares2026-Q1: 193.6K shares
$26.55(-1.38%)
2026-03-31
CGCP
CAPITAL GRP FIXED INCM ETF T
4.91%207.3K$4.6M
+5.77%(+11.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 196.0K shares2026-Q1: 207.3K shares
$22.67(-1.45%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
4.05%97.0K$3.8M
+1.09%(+1.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 95.9K shares2026-Q1: 97.0K shares
$38.18(+10.85%)
2026-03-31
CGUS
CAPITAL GROUP CORE EQUITY ET
4.05%99.4K$3.8M
+6.33%(+5.92K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 93.5K shares2026-Q1: 99.4K shares
$39.85(+7.22%)
2026-03-31
CGMS
CAPITAL GRP FIXED INCM ETF T
3.78%131.0K$3.6M
-1.52%(-2.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 133.0K shares2026-Q1: 131.0K shares
$27.69(-0.78%)
2026-03-31

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