HI
Hudock Inc Portfolio holdings
AUM
$622M
This Quarter Return
+1.42%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$120M
AUM Growth
+$120M
(+2%)
Cap. Flow
+$1.04M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
57.56%
Holding
627
New
40
Increased
126
Reduced
69
Closed
50
Top Buys
Top Sells
| 1 |
NPY
NUVEEN (PA)PREM INCM MUNI FD-2
NPY
|
$261K |
| 2 |
iShares Silver Trust
SLV
|
$231K |
| 3 |
Bank of Montreal
BMO
|
$226K |
| 4 |
SPDR Gold Trust
GLD
|
$216K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$150K |
Sector Composition
| 1 | Financials | 7.94% |
| 2 | Energy | 6.43% |
| 3 | Industrials | 5.44% |
| 4 | Healthcare | 5.26% |
| 5 | Utilities | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Teradata
TDC
$1.96B
| $0 | ﹤0.01% |
10
| – | – |
|
627
Tenax Therapeutics
TENX
$27.5M
| $0 | ﹤0.01% |
6
| – | – |
|