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
$490M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Sells

1 +$18.3M
2 +$15.9M
3 +$12.1M
4
VZ icon
Verizon
VZ
+$9.12M
5
STAG icon
STAG Industrial
STAG
+$9.02M

Sector Composition

1 Financials 5.95%
2 Healthcare 3.81%
3 Technology 3.23%
4 Industrials 3.22%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$0 ﹤0.01%
+3
302
-147
303
-89
304
-228
305
$0 ﹤0.01%
10
-88
306
-709
307
$0 ﹤0.01%
1
308
-3,742
309
-111
310
-1,280
311
-942
312
$0 ﹤0.01%
+100
313
-5,526
314
-25
315
-106,530
316
-22
317
$0 ﹤0.01%
+7
318
-68,261
319
-108,333
320
$0 ﹤0.01%
5
321
-58
322
-85
323
$0 ﹤0.01%
1
324
-426
325
-18