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
$274M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1 +$731K
2 +$479K
3 +$296K
4
SLV icon
iShares Silver Trust
SLV
+$275K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$259K

Top Sells

1 +$8.63M
2 +$8.39M
3 +$1.16M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.04M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$640K

Sector Composition

1 Technology 5.45%
2 Financials 4.21%
3 Healthcare 3.96%
4 Communication Services 2.54%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$24K 0.01%
234
352
$23K 0.01%
400
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$23K 0.01%
1,288
354
$22K 0.01%
120
355
$22K 0.01%
+600
356
$22K 0.01%
1,530
-620
357
$22K 0.01%
250
+1
358
$22K 0.01%
475
+3
359
$22K 0.01%
+184
360
$22K 0.01%
144
361
$21K 0.01%
244
362
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300
363
$21K 0.01%
793
364
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771
365
$21K 0.01%
379
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$21K 0.01%
74
368
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+300
369
$20K 0.01%
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$20K 0.01%
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$20K 0.01%
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372
$20K 0.01%
1,162
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373
$20K 0.01%
590
374
$20K 0.01%
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375
$20K 0.01%
+787