HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+1.69%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$194M
AUM Growth
+$7.07M
(+3.8%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
56.36%
Holding
663
New
68
Increased
229
Reduced
57
Closed
17
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.87M |
| 2 |
Invesco QQQ Trust
QQQ
|
$592K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$588K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$562K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$561K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$6.76M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$830K |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$799K |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$779K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$772K |
Sector Composition
| 1 | Financials | 5.49% |
| 2 | Healthcare | 4.83% |
| 3 | Industrials | 4.64% |
| 4 | Energy | 3.89% |
| 5 | Technology | 3.47% |
