HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-3.77%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$360M
AUM Growth
+$5.05M
(+1.4%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
52.23%
Holding
843
New
35
Increased
257
Reduced
182
Closed
38
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$11.9M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$11.9M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$8.95M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$4.94M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
+$4.82M |
Top Sells
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
+$10.5M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$8.83M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$2.46M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$1.92M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.41M |
Sector Composition
| 1 | Technology | 5.87% |
| 2 | Financials | 5.7% |
| 3 | Healthcare | 3.83% |
| 4 | Industrials | 2.55% |
| 5 | Communication Services | 2.02% |
