FEG

Financial Enhancement Group Portfolio holdings

AUM $806M
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$654M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$27.1M
3
+$25.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.4M
5
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$22M

Top Sells

1
+$45.6M
2
+$14.6M
3
+$12.8M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$12.3M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$11.4M

Sector Composition

1 Technology 5.06%
2 Financials 4.34%
3 Materials 2.73%
4 Industrials 1.87%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
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