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
301
$24K 0.01%
468
-936
302
$24K 0.01%
+514
303
$24K 0.01%
669
+414
304
$24K 0.01%
245
305
$23K 0.01%
266
-129
306
$23K 0.01%
675
+4
307
$23K 0.01%
744
-554
308
$23K 0.01%
808
309
$23K 0.01%
168
310
$23K 0.01%
876
+8
311
$23K 0.01%
990
312
$22K 0.01%
433
313
$22K 0.01%
671
+1
314
$22K 0.01%
182
315
$21K 0.01%
486
+4
316
$21K 0.01%
2,247
+29
317
$21K 0.01%
506
+2
318
$20K 0.01%
513
+210
319
$20K 0.01%
438
+82
320
$20K 0.01%
+915
321
$20K 0.01%
560
322
$20K 0.01%
359
+2
323
$20K 0.01%
118
324
$20K 0.01%
+427
325
$20K 0.01%
319
+237
11 12
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