HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+1.9%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$177M
AUM Growth
-$6.78M
(-3.7%)
Cap. Flow
-$9.03M
Cap. Flow
% of AUM
-5.12%
Top 10 Holdings %
Top 10 Hldgs %
56.71%
Holding
641
New
21
Increased
150
Reduced
142
Closed
41
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$2.29M |
| 2 |
SPDR S&P Bank ETF
KBE
|
+$1.31M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$853K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$852K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$844K |
Top Sells
Sector Composition
| 1 | Financials | 5.97% |
| 2 | Healthcare | 5.1% |
| 3 | Industrials | 4.47% |
| 4 | Energy | 4.01% |
| 5 | Technology | 3.16% |
