FEG

Financial Enhancement Group Portfolio holdings

AUM $806M
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.68M
3
+$5.51M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.55M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$1.17M

Top Sells

1
+$8.67M
2
+$6.4M
3
+$5.87M
4
CMI icon
Cummins
CMI
+$5.39M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$5.36M

Sector Composition

1 Technology 7.86%
2 Financials 5.72%
3 Consumer Discretionary 3.25%
4 Energy 2.39%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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$0 ﹤0.01%
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264
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270
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273
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275
$0 ﹤0.01%
1
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