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
176
$14K ﹤0.01%
191
177
$14K ﹤0.01%
760
178
$14K ﹤0.01%
38
179
$14K ﹤0.01%
1,132
180
$13K ﹤0.01%
119
181
$12K ﹤0.01%
133
182
$12K ﹤0.01%
137
183
$11K ﹤0.01%
133
184
$11K ﹤0.01%
175
185
$11K ﹤0.01%
341
186
$10K ﹤0.01%
1,099
187
$10K ﹤0.01%
63
188
$10K ﹤0.01%
29
189
$10K ﹤0.01%
83
190
$9K ﹤0.01%
282
191
$9K ﹤0.01%
78
192
$8K ﹤0.01%
240
193
$8K ﹤0.01%
100
194
$8K ﹤0.01%
100
195
$8K ﹤0.01%
100
196
$8K ﹤0.01%
158
197
$8K ﹤0.01%
172
198
$8K ﹤0.01%
121
199
$8K ﹤0.01%
300
200
$8K ﹤0.01%
320
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