Hudock Inc Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$7.95M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$3.96M |
| 3 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.64M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.4M |
| 5 |
ProShares Short High Yield
SJB
|
+$1.98M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$3.74M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.37M |
| 3 |
State Street SPDR S&P Bank ETF
KBE
|
+$2.04M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.79M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.43M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.51% |
| 2 | Healthcare | 3.91% |
| 3 | Technology | 3.42% |
| 4 | Energy | 3.17% |
| 5 | Industrials | 2.89% |
Similar funds
Hudock Inc's Q2 2018 Portfolio in Review
As of Q2 2018, Hudock Inc held 754 positions worth $251M, up 4.3% from $241M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Hudock Inc deployed $9.07M of net new capital in Q2 2018, opening 64 new positions and adding to 197 existing holdings. Its largest new stake was iShares 0-1 Year Treasury Bond ETF: 72,108 shares worth $7.96M.
By sector, the portfolio is most concentrated in Financials at 4.5% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was PIMCO 15+ Year US TIPS Index Exchange-Traded Fund, an estimated $3.74M trimmed.
- Hudock Inc's largest Q2 2018 buy was iShares 0-1 Year Treasury Bond ETF: 72,108 shares worth $7.96M.
- Hudock Inc added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2018, an estimated $2.4M increase.
- Hudock Inc's biggest Q2 2018 reduction was PIMCO 15+ Year US TIPS Index Exchange-Traded Fund, cutting an estimated $3.74M.
- Hudock Inc fully exited Berkshire Hathaway Class A in Q2 2018, selling an estimated $299K.
- Hudock Inc's ten largest holdings make up 46% of its $251M portfolio in Q2 2018.
- Hudock Inc opened 64 new positions and closed 63 in Q2 2018.
- Hudock Inc's portfolio value rose 4.3% quarter-over-quarter to $251M.
Based on Hudock Inc's 13F filing for Q2 2018, filed 1 Aug 2018.