FEG
Financial Enhancement Group Portfolio holdings
AUM
$699M
1-Year Return
14.92%
This Quarter Return
+3.64%
1 Year Return
+14.92%
3 Year Return
+49.91%
5 Year Return
+79.24%
10 Year Return
+168.02%
AUM
$490M
AUM Growth
+$19.6M
(+4.2%)
Cap. Flow
+$9.25M
Cap. Flow
% of AUM
1.89%
Top 10 Holdings %
Top 10 Hldgs %
52.05%
Holding
333
New
45
Increased
32
Reduced
111
Closed
51
Top Buys
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$18.3M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$15.9M |
| 3 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
$12.1M |
| 4 |
Verizon
VZ
|
$9.12M |
| 5 |
STAG Industrial
STAG
|
$9.02M |
Sector Composition
| 1 | Financials | 5.95% |
| 2 | Healthcare | 3.81% |
| 3 | Technology | 3.23% |
| 4 | Industrials | 3.22% |
| 5 | Materials | 1.67% |
