HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
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
351
$21K 0.01%
4,416
352
$20K 0.01%
426
353
$20K 0.01%
+118
354
$20K 0.01%
185
-275
355
$20K 0.01%
+263
356
$20K 0.01%
182
357
$20K 0.01%
+86
358
$19K 0.01%
3,117
+22
359
$19K 0.01%
833
360
$19K 0.01%
36
361
$19K 0.01%
+328
362
$19K 0.01%
112
363
$19K 0.01%
1,004
364
$18K 0.01%
200
365
$18K 0.01%
60
366
$18K 0.01%
791
+2
367
$18K 0.01%
250
+1
368
$18K 0.01%
597
369
$18K 0.01%
173
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370
$18K 0.01%
972
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371
$18K 0.01%
118
372
$18K 0.01%
542
+320
373
$18K 0.01%
353
+314
374
$18K 0.01%
108
375
$17K 0.01%
1,184
13 14
15
16 17