HI
Hudock Inc Portfolio holdings
AUM
$679M
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$679M
AUM Growth
+$20.3M
(+3.1%)
Holding
203
Top Buys
| 1 | +$2.83M | |
| 2 | +$2.22M | |
| 3 | +$1.09M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$596K |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$512K |
Top Sells
| 1 | +$1.77M | |
| 2 | +$1.74M | |
| 3 | +$498K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$428K |
| 5 |
Atlassian
TEAM
|
+$365K |
Sector Composition
| 1 | Financials | 6.05% |
| 2 | Technology | 5.21% |
| 3 | Healthcare | 2.07% |
| 4 | Industrials | 1.89% |
| 5 | Consumer Staples | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
UnitedHealth
UNH
$266B
| – | – |
-585
|
|
||
|
TLN
202
Talen Energy Corp
TLN
$16.9B
| – | – |
-479
|
|
||
203
Alibaba
BABA
$344B
| – | – |
-1,244
|
|