FEG

Financial Enhancement Group Portfolio holdings

AUM $745M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$237K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$24K
2
+$23.4K
3
+$18.7K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$17.7K
5
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$16.6K

Top Sells

1
+$1.85K
2
+$97

Sector Composition

1 Technology 8.36%
2 Financials 4.79%
3 Energy 2.52%
4 Consumer Discretionary 2.26%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
200
152
$25K 0.01%
271
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$24K 0.01%
454
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$22K 0.01%
250
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$22K 0.01%
135
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$22K 0.01%
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$20K 0.01%
234
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$20K 0.01%
230
160
$19K 0.01%
100
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$19K 0.01%
260
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$19K 0.01%
76
163
$18K 0.01%
236
164
$17K 0.01%
167
165
$17K 0.01%
126
166
$16K 0.01%
217
167
$16K 0.01%
1,008
168
$16K 0.01%
315
169
$15K ﹤0.01%
222
170
$15K ﹤0.01%
230
171
$15K ﹤0.01%
124
172
$15K ﹤0.01%
1,252
173
$14K ﹤0.01%
55
174
$14K ﹤0.01%
180
175
$14K ﹤0.01%
412
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7
8 9