HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+1.93%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$177M
AUM Growth
+$173K
(+0.1%)
Cap. Flow
-$3.18M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
55.52%
Holding
628
New
27
Increased
157
Reduced
139
Closed
40
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.59M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.03M |
| 3 |
SPDR S&P Bank ETF
KBE
|
$1.37M |
| 4 |
Wells Fargo
WFC
|
$1.1M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.04M |
Sector Composition
| 1 | Financials | 6.46% |
| 2 | Healthcare | 4.5% |
| 3 | Energy | 4.17% |
| 4 | Industrials | 4.15% |
| 5 | Technology | 2.98% |
