HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+4.63%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$319M
AUM Growth
+$12.2M
(+4%)
Cap. Flow
+$177K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
50.17%
Holding
871
New
79
Increased
257
Reduced
139
Closed
23
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.48M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$2.11M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
+$2.07M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.56M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.4M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.37M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.93M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.79M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.26M |
Sector Composition
| 1 | Technology | 5.75% |
| 2 | Financials | 5.4% |
| 3 | Healthcare | 4.37% |
| 4 | Industrials | 3.09% |
| 5 | Communication Services | 2.65% |
