FEG

Financial Enhancement Group Portfolio holdings

AUM $769M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$10.1M
3 +$7.17M
4
KR icon
Kroger
KR
+$7.17M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.29M

Top Sells

1 +$16.5M
2 +$10.2M
3 +$7.65M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.91M
5
USMF icon
WisdomTree US Multifactor Fund
USMF
+$3.64M

Sector Composition

1 Financials 6.03%
2 Technology 5.01%
3 Consumer Staples 2.46%
4 Communication Services 2.44%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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