HI
Hudock Inc Portfolio holdings
AUM
$658M
1-Year Est. Return
13.24%
1 Year Est. Return
+13.24%
AUM
$622M
AUM Growth
+$50.2M
(+8.8%)
Holding
186
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.68M | |
| 3 | +$2.25M | |
| 4 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$2.21M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.16M |
Top Sells
| 1 | +$2.63M | |
| 2 | +$1.4M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
| $216K | 0.03% |
+2,199
|
|
||
177
EQT Corp
EQT
$36.1B
| $212K | 0.03% |
3,628
-1,704
|
|
||
178
Yum! Brands
YUM
$41.3B
| $210K | 0.03% |
1,418
+1
|
|
||
179
A.O. Smith
AOS
$9.19B
| $207K | 0.03% |
3,164
+15
|
|
||
180
Altria Group
MO
$97.4B
| $202K | 0.03% |
3,443
+40
|
|
||
181
Thermo Fisher Scientific
TMO
$214B
| $201K | 0.03% |
495
+4
|
|
||
|
PMF
182
DELISTED
PIMCO Municipal Income Fund
PMF
| $194K | 0.03% |
24,292
+148
|
|
||
183
Cleveland-Cliffs
CLF
$5.99B
| $123K | 0.02% |
16,215
-125
|
|
||
184
T-Mobile US
TMUS
$231B
| – | – |
-750
|
|
||
185
iShares Biotechnology ETF
IBB
$6.29B
| – | – |
-20,538
|
|
||
186
ConocoPhillips
COP
$107B
| – | – |
-2,100
|
|