HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+5.47%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$336M
AUM Growth
+$16.9M
(+5.3%)
Cap. Flow
+$404K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
50.11%
Holding
893
New
46
Increased
279
Reduced
118
Closed
46
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$711K |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$642K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$638K |
| 4 |
PWOD
Penns Woods Bancorp
PWOD
|
+$489K |
| 5 |
M&T Bank
MTB
|
+$486K |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.89M |
| 2 |
Apple
AAPL
|
+$1.1M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$890K |
| 4 |
Wells Fargo
WFC
|
+$236K |
| 5 |
Exxon Mobil
XOM
|
+$136K |
Sector Composition
| 1 | Financials | 5.83% |
| 2 | Technology | 5.82% |
| 3 | Healthcare | 4.28% |
| 4 | Industrials | 3.04% |
| 5 | Communication Services | 2.53% |
