HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+3.79%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$229M
AUM Growth
+$15.5M
(+7.2%)
Cap. Flow
+$8M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
55.27%
Holding
726
New
40
Increased
213
Reduced
95
Closed
42
Top Buys
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$8.24M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$7.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.07M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$827K |
| 5 |
PWOD
Penns Woods Bancorp
PWOD
|
+$813K |
Top Sells
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$15M |
| 2 |
SPDR Gold Trust
GLD
|
+$920K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$619K |
| 4 |
CME Group
CME
|
+$551K |
| 5 |
Honeywell
HON
|
+$427K |
Sector Composition
| 1 | Financials | 5.41% |
| 2 | Industrials | 4.42% |
| 3 | Healthcare | 4.03% |
| 4 | Technology | 3.64% |
| 5 | Energy | 3.61% |
