HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+6.21%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$270M
AUM Growth
-$3.85M
(-1.4%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-6.26%
Top 10 Holdings %
Top 10 Hldgs %
49.51%
Holding
826
New
50
Increased
233
Reduced
139
Closed
39
Top Buys
| 1 |
Caterpillar
CAT
|
+$1.21M |
| 2 |
Gadsden Dynamic Multi-Asset ETF
GDMA
|
+$718K |
| 3 |
JPMorgan Chase
JPM
|
+$642K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$591K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$547K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$13.6M |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$7.15M |
| 3 |
Pfizer
PFE
|
+$1.46M |
| 4 |
Exxon Mobil
XOM
|
+$726K |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$279K |
Sector Composition
| 1 | Technology | 5.79% |
| 2 | Financials | 4.53% |
| 3 | Healthcare | 3.78% |
| 4 | Industrials | 3.03% |
| 5 | Communication Services | 2.71% |
