HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+2.27%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$217M
AUM Growth
+$54.9M
(+34%)
Cap. Flow
+$50.8M
Cap. Flow
% of AUM
23.43%
Top 10 Holdings %
Top 10 Hldgs %
58.4%
Holding
618
New
25
Increased
130
Reduced
109
Closed
53
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$14.9M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$8.88M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.84M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.59M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.46M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$10.7M |
| 2 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$972K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$745K |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$744K |
| 5 |
Dominion Energy
D
|
+$538K |
Sector Composition
| 1 | Financials | 4.58% |
| 2 | Healthcare | 3.55% |
| 3 | Energy | 3.35% |
| 4 | Industrials | 3.18% |
| 5 | Technology | 2.91% |
