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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$1.35M
3 +$1.15M
4
KO icon
Coca-Cola
KO
+$1.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$561K

Top Sells

1 +$1.27M
2 +$1.25M
3 +$874K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$775K
5
PG icon
Procter & Gamble
PG
+$735K

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
376
$12K 0.01%
539
377
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318
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+4
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10
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100
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$11K 0.01%
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$11K 0.01%
788
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$11K 0.01%
1,051
-9
385
$11K 0.01%
29
386
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734
387
$11K 0.01%
666
388
$11K 0.01%
102
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+165
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$10K 0.01%
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400
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210