FEG

Financial Enhancement Group Portfolio holdings

AUM $745M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.7%
2 Technology 4.51%
3 Healthcare 3.93%
4 Real Estate 3.24%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-150
302
-17
303
-41
304
-44
305
-7
306
-575
307
-136
308
-55
309
-500
310
-11
311
-6
312
-77
313
-61,251
314
$0 ﹤0.01%
18
315
-74,458
316
-1,331
317
$0 ﹤0.01%
2
318
-144,013
319
-8,577
320
$0 ﹤0.01%
25
321
-7,211
322
$0 ﹤0.01%
33
323
-6,455
324
$0 ﹤0.01%
38
325
-126