HI
Hudock Inc Portfolio holdings
AUM
$622M
This Quarter Return
+6.5%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$355M
AUM Growth
+$355M
(+7%)
Cap. Flow
+$4.42M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
925
New
47
Increased
239
Reduced
205
Closed
118
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.03M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$789K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$566K |
| 4 |
Microsoft
MSFT
|
$548K |
| 5 |
Lockheed Martin
LMT
|
$494K |
Top Sells
Sector Composition
| 1 | Technology | 6.44% |
| 2 | Financials | 6.13% |
| 3 | Healthcare | 4.23% |
| 4 | Industrials | 2.86% |
| 5 | Communication Services | 2.37% |
