HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+1.52%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$226M
AUM Growth
+$8.87M
(+4.1%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
60.55%
Holding
638
New
72
Increased
184
Reduced
79
Closed
26
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$1.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$720K |
| 3 |
Cisco
CSCO
|
+$658K |
| 4 |
Intel
INTC
|
+$561K |
| 5 |
AT&T
T
|
+$551K |
Sector Composition
| 1 | Financials | 4.44% |
| 2 | Healthcare | 3.2% |
| 3 | Energy | 3.15% |
| 4 | Industrials | 3.12% |
| 5 | Communication Services | 2.23% |
