HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
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
276
$37K 0.02%
541
+238
277
$37K 0.02%
2,000
278
$37K 0.02%
616
279
$36K 0.01%
+448
280
$35K 0.01%
598
+2
281
$34K 0.01%
425
-253
282
$34K 0.01%
951
+8
283
$34K 0.01%
1,379
-2,058
284
$34K 0.01%
557
+2
285
$33K 0.01%
400
286
$33K 0.01%
149
+48
287
$33K 0.01%
2,708
288
$33K 0.01%
143
289
$33K 0.01%
634
+2
290
$32K 0.01%
1,010
-613
291
$32K 0.01%
674
+2
292
$32K 0.01%
241
293
$32K 0.01%
526
+1
294
$31K 0.01%
+1,000
295
$31K 0.01%
114
296
$31K 0.01%
501
+5
297
$31K 0.01%
716
298
$31K 0.01%
341
-3,626
299
$30K 0.01%
256
300
$30K 0.01%
1,072
10 11
12
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