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
301
$30K 0.01%
306
+86
302
$30K 0.01%
90
303
$30K 0.01%
200
304
$29K 0.01%
106
305
$29K 0.01%
581
306
$29K 0.01%
195
+34
307
$29K 0.01%
675
308
$29K 0.01%
168
309
$29K 0.01%
243
310
$29K 0.01%
+291
311
$28K 0.01%
525
+4
312
$28K 0.01%
834
313
$28K 0.01%
550
+4
314
$28K 0.01%
1,069
-52
315
$28K 0.01%
638
+38
316
$28K 0.01%
308
+1
317
$28K 0.01%
595
+170
318
$28K 0.01%
550
+3
319
$28K 0.01%
1,765
320
$28K 0.01%
1,040
321
$28K 0.01%
2,965
-151
322
$27K 0.01%
113
+83
323
$27K 0.01%
2,051
324
$27K 0.01%
998
-204
325
$26K 0.01%
438
11 12
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