HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-13.18%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$299M
AUM Growth
-$61M
(-17%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-3.57%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
837
New
33
Increased
286
Reduced
115
Closed
17
Top Buys
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$8.56M |
| 2 |
Citizens Financial Services
CZFS
|
+$2.83M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
+$2.18M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.16M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$340K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$11.9M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$8.42M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$5.96M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$785K |
| 5 |
iShares US Transportation ETF
IYT
|
+$510K |
Sector Composition
| 1 | Financials | 6.79% |
| 2 | Technology | 5.49% |
| 3 | Healthcare | 4.63% |
| 4 | Industrials | 2.63% |
| 5 | Consumer Staples | 2.3% |
