HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+14.72%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$274M
AUM Growth
+$19.8M
(+7.8%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-5.48%
Top 10 Holdings %
Top 10 Hldgs %
46.92%
Holding
818
New
71
Increased
267
Reduced
105
Closed
45
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.63M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.39M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.16M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$1.04M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$640K |
Sector Composition
| 1 | Technology | 5.45% |
| 2 | Financials | 4.21% |
| 3 | Healthcare | 3.96% |
| 4 | Communication Services | 2.54% |
| 5 | Industrials | 2.32% |
