HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-2.13%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$162M
AUM Growth
+$74.3M
(+85%)
Cap. Flow
+$75.8M
Cap. Flow
% of AUM
46.79%
Top 10 Holdings %
Top 10 Hldgs %
50.14%
Holding
646
New
43
Increased
130
Reduced
117
Closed
50
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$10M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.43M |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$9.25M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.22M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$9.19M |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$15.7M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$255K |
| 3 |
Telephone and Data Systems
TDS
|
+$164K |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$121K |
| 5 |
Ares Capital
ARCC
|
+$105K |
Sector Composition
| 1 | Financials | 6.05% |
| 2 | Energy | 4.69% |
| 3 | Industrials | 4.11% |
| 4 | Healthcare | 3.93% |
| 5 | Communication Services | 3.21% |
