HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+12.26%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$307M
AUM Growth
+$37M
(+14%)
Cap. Flow
+$7.75M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
50.39%
Holding
834
New
48
Increased
294
Reduced
143
Closed
43
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.01M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$1.27M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$747K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$653K |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$621K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$5.96M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.14M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$178K |
| 4 |
Intel
INTC
|
+$157K |
| 5 |
Dow Inc
DOW
|
+$156K |
Sector Composition
| 1 | Technology | 5.71% |
| 2 | Financials | 5.18% |
| 3 | Healthcare | 3.63% |
| 4 | Industrials | 3.11% |
| 5 | Communication Services | 2.56% |
