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
401
$10K 0.01%
200
402
$9K ﹤0.01%
825
-126
403
$9K ﹤0.01%
227
404
$9K ﹤0.01%
689
405
$8K ﹤0.01%
131
-61
406
$8K ﹤0.01%
91
-37
407
$8K ﹤0.01%
177
408
$8K ﹤0.01%
450
-14
409
$8K ﹤0.01%
548
410
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205
+1
411
$8K ﹤0.01%
208
+67
412
$8K ﹤0.01%
100
413
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953
+146
414
$8K ﹤0.01%
71
+34
415
$7K ﹤0.01%
325
416
$7K ﹤0.01%
270
417
$7K ﹤0.01%
399
418
$7K ﹤0.01%
810
+721
419
$7K ﹤0.01%
503
+1
420
$7K ﹤0.01%
75
421
$7K ﹤0.01%
227
422
$7K ﹤0.01%
400
423
$7K ﹤0.01%
305
424
$7K ﹤0.01%
+113
425
$7K ﹤0.01%
240