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
251
$38K 0.02%
+668
252
$38K 0.02%
1,002
253
$38K 0.02%
489
254
$37K 0.02%
561
255
$37K 0.02%
361
256
$37K 0.02%
1,484
-207
257
$37K 0.02%
304
258
$37K 0.02%
435
259
$36K 0.02%
456
+3
260
$36K 0.02%
404
-394
261
$35K 0.02%
2,051
262
$35K 0.02%
265
263
$35K 0.02%
1,544
264
$34K 0.02%
737
265
$34K 0.02%
664
-1,002
266
$34K 0.02%
624
-3
267
$34K 0.02%
90
268
$34K 0.02%
200
269
$33K 0.02%
243
270
$33K 0.02%
672
+8
271
$33K 0.02%
373
272
$33K 0.02%
400
273
$32K 0.02%
513
+2
274
$32K 0.02%
143
275
$32K 0.02%
750
9 10
11
12 13