HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+0.92%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$251M
AUM Growth
+$10.4M
(+4.3%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
3.98%
Top 10 Holdings %
Top 10 Hldgs %
45.99%
Holding
755
New
64
Increased
197
Reduced
125
Closed
63
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$7.96M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$3.98M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.64M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.4M |
| 5 |
ProShares Short High Yield
SJB
|
+$1.98M |
Top Sells
| 1 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$3.77M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.22M |
| 3 |
SPDR S&P Bank ETF
KBE
|
+$1.97M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.67M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.4M |
Sector Composition
| 1 | Financials | 4.5% |
| 2 | Healthcare | 3.91% |
| 3 | Technology | 3.42% |
| 4 | Energy | 3.17% |
| 5 | Industrials | 2.89% |
