FEG
Financial Enhancement Group Portfolio holdings
AUM
$699M
This Quarter Return
+3.13%
1 Year Return
+14.92%
3 Year Return
+49.91%
5 Year Return
+79.24%
10 Year Return
+168.02%
AUM
$342M
AUM Growth
+$342M
(+4.1%)
Cap. Flow
+$4.43M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
47.37%
Holding
337
New
30
Increased
61
Reduced
66
Closed
44
Top Buys
Top Sells
| 1 |
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
$19.3M |
| 2 |
SPDR Portfolio TIPS ETF
SPIP
|
$19.2M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$7.55M |
| 4 |
UGI
UGI
|
$6.25M |
| 5 |
First Trust Health Care AlphaDEX Fund
FXH
|
$5.13M |
Sector Composition
| 1 | Financials | 7.16% |
| 2 | Technology | 5.04% |
| 3 | Healthcare | 3.75% |
| 4 | Real Estate | 3.11% |
| 5 | Communication Services | 2.56% |
