HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.03%
924
+15
227
$50K 0.03%
8,948
-1,000
228
$49K 0.03%
1,103
+1
229
$49K 0.03%
236
-110
230
$49K 0.03%
675
231
$48K 0.03%
2,568
232
$48K 0.03%
140
+50
233
$48K 0.03%
441
234
$48K 0.03%
4,525
+14
235
$48K 0.03%
569
236
$48K 0.03%
306
+1
237
$47K 0.03%
+256
238
$47K 0.03%
479
+8
239
$46K 0.03%
500
+250
240
$46K 0.03%
410
+5
241
$45K 0.02%
1,675
+6
242
$45K 0.02%
1,909
243
$45K 0.02%
700
244
$44K 0.02%
638
-1,147
245
$43K 0.02%
+1,295
246
$43K 0.02%
1,000
247
$43K 0.02%
1,738
-812
248
$42K 0.02%
616
249
$42K 0.02%
1,202
250
$42K 0.02%
2,167
+6
8 9
10
11 12