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
276
$30K 0.02%
470
+87
277
$29K 0.02%
750
278
$29K 0.02%
+1,111
279
$29K 0.02%
3,208
280
$29K 0.02%
581
281
$28K 0.02%
600
+100
282
$28K 0.02%
+1,008
283
$28K 0.02%
2,051
284
$28K 0.02%
620
+4
285
$28K 0.02%
143
286
$28K 0.02%
288
-284
287
$28K 0.02%
100
-460
288
$27K 0.02%
808
289
$27K 0.02%
1,072
290
$27K 0.02%
95
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291
$26K 0.01%
944
-22
292
$26K 0.01%
990
293
$26K 0.01%
211
294
$26K 0.01%
467
+4
295
$25K 0.01%
241
296
$25K 0.01%
1,768
+1,761
297
$24K 0.01%
1,340
298
$24K 0.01%
316
+1
299
$23K 0.01%
671
+5
300
$22K 0.01%
585
+3