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
251
$37K 0.02%
+793
252
$36K 0.02%
604
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253
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$36K 0.02%
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361
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561
-18
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$34K 0.02%
1,544
261
$34K 0.02%
+1,002
262
$33K 0.02%
664
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$33K 0.02%
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264
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$33K 0.02%
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$32K 0.02%
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$32K 0.02%
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269
$32K 0.02%
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523
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273
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627
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$31K 0.02%
395
275
$30K 0.02%
400