Donald E. Hodson
@Financial Enhancement Group Llc
Latest period2024 - Q4ReportedManaged Assets$654.168MTotal holdings116
Assets growth rate27.12%Assets growth rate (2-Q avg)5.01%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Financial Enhancement Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.
Assets under management
The assets under management (AUM) of Financial Enhancement Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 654.168M in assets, with a quarterly growth rate of 27.12% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Donald E. Hodson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
2692⤦Etf Managers Tr
| 0% | $269,105 188,172 shares@ $1.44 avg price | Exited |