FEG
Financial Enhancement Group Portfolio holdings
AUM
$699M
This Quarter Return
+0.61%
1 Year Return
+14.92%
3 Year Return
+49.91%
5 Year Return
+79.24%
10 Year Return
+168.02%
AUM
$284M
AUM Growth
+$284M
(+5.4%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
5.87%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
271
New
191
Increased
32
Reduced
39
Closed
5
Top Buys
| 1 |
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
$12.8M |
| 2 |
SPDR Portfolio TIPS ETF
SPIP
|
$10.7M |
| 3 |
Northrop Grumman
NOC
|
$6.4M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.37M |
| 5 |
Marathon Petroleum
MPC
|
$5.3M |
Top Sells
| 1 |
Church & Dwight Co
CHD
|
$6.89M |
| 2 |
First Trust Health Care AlphaDEX Fund
FXH
|
$5.95M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.81M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$5.77M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.64M |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Financials | 6.18% |
| 3 | Industrials | 4.68% |
| 4 | Consumer Discretionary | 3.15% |
| 5 | Energy | 2.45% |
