HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-1.55%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$241M
AUM Growth
+$11.7M
(+5.1%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
47.11%
Holding
730
New
57
Increased
229
Reduced
106
Closed
40
Top Buys
Top Sells
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$4.6M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.79M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.48M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.27M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.26M |
Sector Composition
| 1 | Financials | 5.08% |
| 2 | Healthcare | 3.62% |
| 3 | Industrials | 3.58% |
| 4 | Technology | 3.48% |
| 5 | Energy | 2.99% |
