HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+8.98%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$277M
AUM Growth
+$36.4M
(+15%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
48.34%
Holding
753
New
57
Increased
209
Reduced
157
Closed
45
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$7.36M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$6.72M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$6.29M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.93M |
| 5 |
JPMorgan Chase
JPM
|
+$1.2M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.67M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$6.06M |
| 3 |
Johnson & Johnson
JNJ
|
+$980K |
| 4 |
Boeing
BA
|
+$698K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$551K |
Sector Composition
| 1 | Financials | 4.37% |
| 2 | Healthcare | 4.17% |
| 3 | Technology | 3.95% |
| 4 | Energy | 3.2% |
| 5 | Consumer Staples | 2.65% |
