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 Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

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
251
$44K 0.02%
887
-259
252
$44K 0.02%
613
-197
253
$43K 0.02%
868
254
$43K 0.02%
791
255
$43K 0.02%
670
256
$43K 0.02%
1,000
257
$42K 0.02%
2,421
+2
258
$42K 0.02%
772
+708
259
$42K 0.02%
1,018
+2
260
$42K 0.02%
367
261
$41K 0.02%
361
262
$41K 0.02%
2,550
263
$40K 0.02%
700
264
$40K 0.02%
992
+175
265
$40K 0.02%
611
+1
266
$40K 0.02%
1,549
267
$40K 0.02%
590
-400
268
$40K 0.02%
520
-3,239
269
$39K 0.02%
688
270
$39K 0.02%
304
271
$38K 0.02%
364
+2
272
$38K 0.02%
1,010
+1
273
$38K 0.02%
256
274
$37K 0.02%
2,000
275
$37K 0.02%
616
9 10
11
12 13