FEG
Financial Enhancement Group Portfolio holdings
AUM
$699M
1-Year Return
14.92%
This Quarter Return
+0.01%
1 Year Return
+14.92%
3 Year Return
+49.91%
5 Year Return
+79.24%
10 Year Return
+168.02%
AUM
$654M
AUM Growth
+$140M
(+27%)
Cap. Flow
+$78.6M
Cap. Flow
% of AUM
12.02%
Top 10 Holdings %
Top 10 Hldgs %
38.05%
Holding
157
New
41
Increased
38
Reduced
37
Closed
41
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$42.2M |
| 2 |
iShares S&P 100 ETF
OEF
|
$27.1M |
| 3 |
Janus Henderson Securitized Income ETF
JSI
|
$25.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$22.2M |
| 5 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
$21.2M |
Top Sells
Sector Composition
| 1 | Technology | 5.06% |
| 2 | Financials | 4.34% |
| 3 | Materials | 2.73% |
| 4 | Industrials | 1.87% |
| 5 | Consumer Discretionary | 1.24% |
