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
376
$17K 0.01%
120
377
$17K 0.01%
960
378
$17K 0.01%
463
379
$17K 0.01%
334
380
$17K 0.01%
282
+38
381
$17K 0.01%
+600
382
$17K 0.01%
322
-27
383
$17K 0.01%
333
384
$17K 0.01%
299
-95
385
$17K 0.01%
122
386
$17K 0.01%
+417
387
$16K 0.01%
300
388
$16K 0.01%
+297
389
$16K 0.01%
588
390
$16K 0.01%
116
+7
391
$16K 0.01%
180
+13
392
$15K 0.01%
788
393
$15K 0.01%
200
-106
394
$15K 0.01%
126
395
$15K 0.01%
200
396
$14K 0.01%
219
397
$14K 0.01%
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398
$14K 0.01%
401
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399
$14K 0.01%
105
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400
$14K 0.01%
181
14 15
16
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