HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+7.71%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$622M
AUM Growth
+$50.2M
(+8.8%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
53.06%
Holding
186
New
9
Increased
101
Reduced
51
Closed
3
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$2.68M |
| 2 |
iShares Global 100 ETF
IOO
|
$2.68M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$2.25M |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$2.21M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.16M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$2.63M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.4M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.14M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$868K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$728K |
Sector Composition
| 1 | Financials | 6.05% |
| 2 | Technology | 4.97% |
| 3 | Healthcare | 1.84% |
| 4 | Industrials | 1.7% |
| 5 | Consumer Staples | 1.34% |
