HI
Hudock Inc Portfolio holdings
AUM
$622M
1-Year Return
12.35%
This Quarter Return
+2%
1 Year Return
+12.35%
3 Year Return
+44.97%
5 Year Return
+66.79%
10 Year Return
+119.26%
AUM
$103M
AUM Growth
+$35.1M
(+52%)
Cap. Flow
+$33.9M
Cap. Flow
% of AUM
32.89%
Top 10 Holdings %
Top 10 Hldgs %
57.81%
Holding
592
New
43
Increased
134
Reduced
53
Closed
48
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$21.9M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$21.6M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$1.22M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$278K |
| 5 |
AT&T
T
|
$91.6K |
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$9.43M |
| 2 |
PPL Corp
PPL
|
$176K |
| 3 |
Entergy
ETR
|
$174K |
| 4 |
iShares Silver Trust
SLV
|
$171K |
| 5 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$170K |
Sector Composition
| 1 | Financials | 7.65% |
| 2 | Energy | 6.04% |
| 3 | Industrials | 4.97% |
| 4 | Healthcare | 4.67% |
| 5 | Utilities | 4.13% |
