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
$539M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$9.74M
3 +$7.92M
4
AVGO icon
Broadcom
AVGO
+$7.7M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$6.78M

Top Sells

1 +$16M
2 +$13.8M
3 +$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$9.84M
5
DOV icon
Dover
DOV
+$7.82M

Sector Composition

1 Technology 5.31%
2 Financials 4.71%
3 Industrials 3.47%
4 Materials 3.33%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-89,753