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
351
$16K 0.01%
1,721
+12
352
$16K 0.01%
261
+2
353
$16K 0.01%
208
354
$15K 0.01%
1,099
355
$15K 0.01%
120
356
$15K 0.01%
200
-400
357
$15K 0.01%
960
358
$15K 0.01%
+1,000
359
$15K 0.01%
478
360
$15K 0.01%
319
361
$15K 0.01%
125
+1
362
$15K 0.01%
592
363
$15K 0.01%
112
364
$14K 0.01%
141
365
$14K 0.01%
247
+1
366
$14K 0.01%
126
367
$14K 0.01%
224
+1
368
$14K 0.01%
122
369
$13K 0.01%
2,853
+2,353
370
$13K 0.01%
152
+1
371
$13K 0.01%
100
372
$13K 0.01%
275
373
$13K 0.01%
108
374
$12K 0.01%
+278
375
$12K 0.01%
400