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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Sells

1 +$4.6M
2 +$1.79M
3 +$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$54K 0.02%
1,800
227
$54K 0.02%
2,778
228
$54K 0.02%
586
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$54K 0.02%
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230
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603
232
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233
$52K 0.02%
495
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$52K 0.02%
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$52K 0.02%
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236
$51K 0.02%
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237
$50K 0.02%
529
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238
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$50K 0.02%
529
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529
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249
$46K 0.02%
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250
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522
+489