HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+4.12%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$87.7M
AUM Growth
-$32.6M
(-27%)
Cap. Flow
-$35.2M
Cap. Flow
% of AUM
-40.2%
Top 10 Holdings %
Top 10 Hldgs %
37.7%
Holding
648
New
67
Increased
143
Reduced
65
Closed
44
Top Buys
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$15.7M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$545K |
| 3 |
Apple
AAPL
|
$221K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$185K |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$109K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$26.8M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$26.7M |
| 3 |
AstraZeneca
AZN
|
$268K |
| 4 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$233K |
| 5 |
Dominion Energy
D
|
$54.9K |
Sector Composition
| 1 | Financials | 11.47% |
| 2 | Energy | 9.9% |
| 3 | Industrials | 7.83% |
| 4 | Healthcare | 7.45% |
| 5 | Utilities | 6.06% |
