FEG
Financial Enhancement Group Portfolio holdings
AUM
$699M
1-Year Return
14.92%
This Quarter Return
+5.03%
1 Year Return
+14.92%
3 Year Return
+49.91%
5 Year Return
+79.24%
10 Year Return
+168.02%
AUM
$397M
AUM Growth
+$26.6M
(+7.2%)
Cap. Flow
+$7.95M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
50.55%
Holding
315
New
21
Increased
46
Reduced
72
Closed
42
Top Buys
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$25.4M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$10.3M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.12M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$8.24M |
| 5 |
Invesco Bloomberg Pricing Power ETF
POWA
|
$7.74M |
Top Sells
Sector Composition
| 1 | Financials | 6.55% |
| 2 | Technology | 5.01% |
| 3 | Healthcare | 4.31% |
| 4 | Real Estate | 2.64% |
| 5 | Communication Services | 2.55% |
