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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
326
$26K 0.01%
506
327
$26K 0.01%
1,121
+200
328
$26K 0.01%
511
+1
329
$25K 0.01%
154
+4
330
$25K 0.01%
2,636
331
$25K 0.01%
667
+94
332
$25K 0.01%
207
-1,684
333
$25K 0.01%
153
+1
334
$25K 0.01%
1,340
335
$24K 0.01%
210
-3,152
336
$24K 0.01%
840
+5
337
$24K 0.01%
513
338
$24K 0.01%
3,208
339
$23K 0.01%
468
340
$23K 0.01%
229
341
$23K 0.01%
4,000
342
$23K 0.01%
2,421
+32
343
$23K 0.01%
+1,508
344
$22K 0.01%
726
+264
345
$22K 0.01%
560
346
$22K 0.01%
212
+32
347
$22K 0.01%
332
+2
348
$21K 0.01%
+342
349
$21K 0.01%
205
350
$21K 0.01%
456
-80
12 13
14
15 16