Boyer Financial Services, Inc. - Portfolio overview

Boyer Financial Services, Inc. has 44 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGDG - CAPITAL GROUP DIVIDEND GROWE, 11.31%
2. CGBL - CAPITAL GROUP CORE BALANCED, 10.69%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 10.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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