HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+3.62%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$118M
AUM Growth
+$14.8M
(+14%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
615
New
72
Increased
175
Reduced
50
Closed
28
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.31M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.29M |
| 3 |
FNB Corp
FNB
|
$379K |
| 4 |
Chevron
CVX
|
$309K |
| 5 |
RTX Corp
RTX
|
$259K |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$2.29M |
| 2 |
iShares Silver Trust
SLV
|
$391K |
| 3 |
Vanguard Total Bond Market
BND
|
$152K |
| 4 |
TotalEnergies
TTE
|
$120K |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$106K |
Sector Composition
| 1 | Financials | 8.2% |
| 2 | Energy | 6.63% |
| 3 | Industrials | 5.7% |
| 4 | Healthcare | 4.95% |
| 5 | Communication Services | 3.75% |
