HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+3.64%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$214M
AUM Growth
+$19.9M
(+10%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
6.18%
Top 10 Holdings %
Top 10 Hldgs %
58.66%
Holding
710
New
65
Increased
208
Reduced
69
Closed
32
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.51M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.26M |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$1.84M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.4M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.35M |
Top Sells
| 1 |
Sprott Physical Gold
PHYS
|
+$966K |
| 2 |
Invesco QQQ Trust
QQQ
|
+$798K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$567K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$554K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$536K |
Sector Composition
| 1 | Financials | 5.35% |
| 2 | Industrials | 4.7% |
| 3 | Healthcare | 4.43% |
| 4 | Energy | 3.82% |
| 5 | Technology | 3.53% |
