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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.03%
2,732
+21
227
$48K 0.03%
1,296
+1
228
$47K 0.03%
736
+56
229
$47K 0.03%
679
+118
230
$47K 0.03%
826
+356
231
$47K 0.03%
616
232
$46K 0.02%
1,000
233
$46K 0.02%
65
234
$46K 0.02%
700
235
$45K 0.02%
666
-231
236
$45K 0.02%
193
-1,323
237
$44K 0.02%
256
238
$43K 0.02%
2,414
+2
239
$43K 0.02%
+311
240
$42K 0.02%
694
+8
241
$41K 0.02%
604
242
$41K 0.02%
367
243
$40K 0.02%
670
244
$40K 0.02%
23
245
$40K 0.02%
512
246
$40K 0.02%
1,284
-129
247
$40K 0.02%
338
+1
248
$39K 0.02%
2,000
-350
249
$39K 0.02%
793
250
$39K 0.02%
600
8 9
10
11 12