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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$2.03M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$45K 0.03%
1,000
227
$45K 0.03%
2,412
+3
228
$44K 0.02%
600
229
$43K 0.02%
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230
$43K 0.02%
2,708
+1,000
231
$43K 0.02%
1,295
232
$43K 0.02%
256
233
$42K 0.02%
616
234
$42K 0.02%
1,691
-47
235
$42K 0.02%
2,350
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236
$42K 0.02%
680
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237
$41K 0.02%
685
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238
$41K 0.02%
337
239
$40K 0.02%
+328
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$40K 0.02%
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$40K 0.02%
2,711
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242
$40K 0.02%
512
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$40K 0.02%
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$39K 0.02%
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$39K 0.02%
700
246
$38K 0.02%
489
247
$38K 0.02%
670
248
$38K 0.02%
367
249
$37K 0.02%
435
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250
$37K 0.02%
1,298
-10