HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+4.98%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$301M
AUM Growth
+$18.9M
(+6.7%)
Cap. Flow
+$4.25M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
49.69%
Holding
765
New
27
Increased
249
Reduced
108
Closed
51
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.98M |
| 2 |
Blackstone
BX
|
$547K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$458K |
| 4 |
Gadsden Dynamic Multi-Asset ETF
GDMA
|
$407K |
| 5 |
Dow Inc
DOW
|
$380K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$673K |
| 2 |
Procter & Gamble
PG
|
$427K |
| 3 |
Merck
MRK
|
$394K |
| 4 |
Exxon Mobil
XOM
|
$289K |
| 5 |
Vanguard Utilities ETF
VPU
|
$232K |
Sector Composition
| 1 | Financials | 5.13% |
| 2 | Technology | 4.11% |
| 3 | Healthcare | 3.93% |
| 4 | Consumer Staples | 2.57% |
| 5 | Communication Services | 2.43% |
