HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 Inc
WMT
+$758K

Sector Composition

1 Financials 5.64%
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
276
$32K 0.02%
513
+2
277
$31K 0.02%
95
278
$31K 0.02%
689
+355
279
$31K 0.02%
2,110
280
$31K 0.02%
700
+434
281
$30K 0.02%
622
+2
282
$30K 0.02%
523
283
$30K 0.02%
1,111
284
$30K 0.02%
1,008
285
$29K 0.02%
716
-285
286
$28K 0.02%
1,072
287
$28K 0.02%
470
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288
$28K 0.02%
317
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289
$28K 0.02%
601
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290
$27K 0.01%
100
291
$27K 0.01%
581
292
$27K 0.01%
241
293
$27K 0.01%
3,208
294
$27K 0.01%
944
295
$27K 0.01%
350
296
$26K 0.01%
588
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297
$26K 0.01%
1,040
298
$26K 0.01%
+3,010
299
$26K 0.01%
1,340
300
$24K 0.01%
306
-201