HI
Hudock Inc Portfolio holdings
AUM
$622M
This Quarter Return
+6.21%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$270M
AUM Growth
+$270M
(-1.4%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-4.9%
Top 10 Holdings %
Top 10 Hldgs %
49.51%
Holding
826
New
51
Increased
235
Reduced
139
Closed
39
Top Buys
| 1 |
Caterpillar
CAT
|
$1.21M |
| 2 |
Gadsden Dynamic Multi-Asset ETF
GDMA
|
$718K |
| 3 |
JPMorgan Chase
JPM
|
$642K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$591K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$547K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$13.6M |
| 2 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$7.15M |
| 3 |
Pfizer
PFE
|
$1.46M |
| 4 |
Exxon Mobil
XOM
|
$726K |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$279K |
Sector Composition
| 1 | Technology | 5.79% |
| 2 | Financials | 4.53% |
| 3 | Healthcare | 3.78% |
| 4 | Industrials | 3.03% |
| 5 | Communication Services | 2.71% |