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
326
$17K 0.01%
333
327
$17K 0.01%
756
+1
328
$17K 0.01%
310
329
$16K 0.01%
416
+4
330
$16K 0.01%
164
331
$16K 0.01%
1,709
+22
332
$16K 0.01%
588
333
$16K 0.01%
100
334
$15K 0.01%
300
335
$15K 0.01%
180
-1,312
336
$15K 0.01%
641
337
$15K 0.01%
478
-446
338
$15K 0.01%
334
-510
339
$15K 0.01%
356
-906
340
$15K 0.01%
598
-8
341
$15K 0.01%
+220
342
$15K 0.01%
592
343
$15K 0.01%
783
+343
344
$15K 0.01%
275
345
$15K 0.01%
350
346
$14K 0.01%
141
347
$14K 0.01%
960
348
$14K 0.01%
126
349
$14K 0.01%
2,978
-304
350
$14K 0.01%
124
+1