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
201
$7K ﹤0.01%
44
202
$7K ﹤0.01%
52
203
$7K ﹤0.01%
200
204
$7K ﹤0.01%
158
205
$6K ﹤0.01%
1,939
206
$6K ﹤0.01%
800
207
$6K ﹤0.01%
195
208
$5K ﹤0.01%
103
-2
209
$5K ﹤0.01%
52
210
$5K ﹤0.01%
265
211
$5K ﹤0.01%
58
212
$5K ﹤0.01%
390
213
$4K ﹤0.01%
2
214
$4K ﹤0.01%
50
215
$4K ﹤0.01%
50
216
$4K ﹤0.01%
73
217
$4K ﹤0.01%
50
218
$3K ﹤0.01%
100
219
$3K ﹤0.01%
50
220
$3K ﹤0.01%
123
221
$3K ﹤0.01%
223
222
$3K ﹤0.01%
11
223
$3K ﹤0.01%
100
224
$3K ﹤0.01%
75
225
$3K ﹤0.01%
163
7 8
9
10 11