HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-15.07%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$254M
AUM Growth
-$46.9M
(-16%)
Cap. Flow
+$4.38M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
49.28%
Holding
790
New
77
Increased
264
Reduced
112
Closed
43
Top Buys
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
$12.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.46M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.02M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.69M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.26M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16.5M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.54M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.97M |
| 4 |
Procter & Gamble
PG
|
$1.21M |
| 5 |
Merck
MRK
|
$1.05M |
Sector Composition
| 1 | Technology | 4.52% |
| 2 | Financials | 4.18% |
| 3 | Healthcare | 4.1% |
| 4 | Communication Services | 2.58% |
| 5 | Consumer Staples | 2.16% |
