HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+2.23%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$277M
AUM Growth
-$501K
(-0.18%)
Cap. Flow
-$5.69M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
49.74%
Holding
748
New
44
Increased
228
Reduced
103
Closed
21
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.23M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.22M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.04M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$975K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$764K |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
+$2.24M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.2M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.84M |
| 4 |
ProShares Short High Yield
SJB
|
+$1.57M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$925K |
Sector Composition
| 1 | Financials | 4.68% |
| 2 | Healthcare | 4.23% |
| 3 | Technology | 4.14% |
| 4 | Energy | 2.92% |
| 5 | Consumer Staples | 2.77% |
