HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+3.35%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$187M
AUM Growth
+$9.97M
(+5.6%)
Cap. Flow
+$5.05M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
56.89%
Holding
620
New
32
Increased
184
Reduced
88
Closed
29
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.25M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.38M |
| 3 |
Boeing
BA
|
$1.19M |
| 4 |
Coca-Cola
KO
|
$1.05M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$563K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$876K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$780K |
| 5 |
Walmart
WMT
|
$758K |
Sector Composition
| 1 | Financials | 5.62% |
| 2 | Healthcare | 4.8% |
| 3 | Industrials | 4.29% |
| 4 | Energy | 4.03% |
| 5 | Technology | 3.45% |
