HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+9.49%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$293M
AUM Growth
-$3.56M
(-1.2%)
Cap. Flow
-$26.8M
Cap. Flow
% of AUM
-9.18%
Top 10 Holdings %
Top 10 Hldgs %
55.6%
Holding
818
New
3
Increased
57
Reduced
77
Closed
670
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9.39M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$9.12M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.02M |
| 4 |
NextEra Energy, Inc.
NEE
|
$904K |
| 5 |
iShares US Healthcare Providers ETF
IHF
|
$671K |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$7.96M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$7.36M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$1.13M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.13M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.1M |
Sector Composition
| 1 | Financials | 6.68% |
| 2 | Healthcare | 4.6% |
| 3 | Technology | 4.56% |
| 4 | Industrials | 2.5% |
| 5 | Energy | 2.26% |
