HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
-5.99%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$296M
AUM Growth
-$3.12M
(-1%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
49.97%
Holding
853
New
34
Increased
291
Reduced
112
Closed
36
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.74M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.72M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.67M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$1.25M |
Top Sells
Sector Composition
| 1 | Financials | 6.9% |
| 2 | Technology | 5.26% |
| 3 | Healthcare | 4.32% |
| 4 | Industrials | 2.51% |
| 5 | Energy | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
ZIM Integrated Shipping Services
ZIM
$1.61B
| $0 | ﹤0.01% |
10
| – | – |
|
|
ABTC
852
American Bitcoin Corp. Class A Common Stock
ABTC
$531M
| – | – |
-3
| Closed | – |
|
853
Metallus
MTUS
$701M
| $0 | ﹤0.01% |
40
| – | – |
|