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
$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
WMT
+$758K

Sector Composition

1 Financials 5.62%
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
$8K ﹤0.01%
205
+1
411
$8K ﹤0.01%
208
+67
412
$8K ﹤0.01%
100
413
$8K ﹤0.01%
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
15 16
17
18 19