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
351
$14K 0.01%
10
+5
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$14K 0.01%
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353
$13K 0.01%
1,099
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120
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-3
357
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358
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112
359
$13K 0.01%
122
360
$13K 0.01%
259
361
$13K 0.01%
108
362
$12K 0.01%
574
363
$12K 0.01%
100
364
$12K 0.01%
303
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365
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539
366
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368
$12K 0.01%
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369
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$11K 0.01%
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$11K 0.01%
192
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374
$11K 0.01%
570
-11
375
$11K 0.01%
400