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
376
$12K 0.01%
539
377
$12K 0.01%
318
378
$12K 0.01%
409
+4
379
$12K 0.01%
10
380
$12K 0.01%
200
381
$12K 0.01%
100
382
$11K 0.01%
219
383
$11K 0.01%
788
384
$11K 0.01%
1,051
-9
385
$11K 0.01%
29
386
$11K 0.01%
734
387
$11K 0.01%
666
388
$11K 0.01%
102
389
$11K 0.01%
230
390
$10K 0.01%
208
+2
391
$10K 0.01%
105
392
$10K 0.01%
134
393
$10K 0.01%
410
394
$10K 0.01%
212
395
$10K 0.01%
+165
396
$10K 0.01%
255
397
$10K 0.01%
95
+1
398
$10K 0.01%
242
399
$10K 0.01%
304
400
$10K 0.01%
210