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
326
$20K 0.01%
500
327
$20K 0.01%
213
328
$20K 0.01%
700
329
$19K 0.01%
833
330
$19K 0.01%
205
331
$19K 0.01%
690
+299
332
$19K 0.01%
277
+3
333
$19K 0.01%
318
+18
334
$19K 0.01%
1,004
335
$18K 0.01%
785
-99
336
$18K 0.01%
+100
337
$18K 0.01%
758
+2
338
$17K 0.01%
641
339
$17K 0.01%
598
340
$17K 0.01%
416
341
$17K 0.01%
958
+3
342
$17K 0.01%
588
343
$17K 0.01%
2,998
+20
344
$17K 0.01%
333
345
$17K 0.01%
310
346
$16K 0.01%
300
347
$16K 0.01%
426
-148
348
$16K 0.01%
334
349
$16K 0.01%
220
350
$16K 0.01%
+329
12 13
14
15 16