HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+0.84%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$282M
AUM Growth
+$5.74M
(+2.1%)
Cap. Flow
+$4.32M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
49.72%
Holding
775
New
48
Increased
253
Reduced
102
Closed
36
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$522K |
| 2 |
Gadsden Dynamic Multi-Asset ETF
GDMA
|
+$491K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$323K |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$303K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$245K |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$420K |
| 2 |
ProShares Short High Yield
SJB
|
+$358K |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$228K |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$200K |
| 5 |
PWOD
Penns Woods Bancorp
PWOD
|
+$140K |
Sector Composition
| 1 | Financials | 4.72% |
| 2 | Technology | 4.19% |
| 3 | Healthcare | 4% |
| 4 | Consumer Staples | 2.9% |
| 5 | Energy | 2.63% |
