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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$33K 0.02%
319
277
$33K 0.02%
361
278
$33K 0.02%
2,663
+27
279
$33K 0.02%
1,308
-1,290
280
$32K 0.02%
400
281
$32K 0.02%
2,406
+2
282
$32K 0.02%
614
+2
283
$32K 0.02%
614
284
$32K 0.02%
+241
285
$31K 0.02%
670
286
$31K 0.02%
1,072
287
$31K 0.02%
521
288
$31K 0.02%
3,208
289
$31K 0.02%
264
-171
290
$31K 0.02%
1,544
291
$31K 0.02%
373
292
$31K 0.02%
+139
293
$30K 0.02%
924
294
$29K 0.02%
808
295
$29K 0.02%
+1,250
296
$28K 0.02%
23
297
$28K 0.02%
400
298
$28K 0.02%
1,340
299
$27K 0.01%
870
-1,130
300
$27K 0.01%
143
10 11
12
13 14