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
401
$14K 0.01%
180
+85
402
$13K 0.01%
100
403
$13K 0.01%
645
-21
404
$13K 0.01%
400
405
$13K 0.01%
212
406
$13K 0.01%
230
407
$13K 0.01%
+292
408
$13K 0.01%
+432
409
$13K 0.01%
228
+1
410
$13K 0.01%
243
411
$13K 0.01%
159
-35
412
$13K 0.01%
81
-143
413
$13K 0.01%
766
-1,532
414
$13K 0.01%
304
415
$12K 0.01%
734
416
$12K 0.01%
134
417
$12K 0.01%
761
418
$12K 0.01%
+3,500
419
$12K 0.01%
696
420
$12K 0.01%
213
+1
421
$12K 0.01%
53
422
$12K 0.01%
505
+6
423
$12K 0.01%
+150
424
$11K ﹤0.01%
1,046
425
$11K ﹤0.01%
1,150
+340
15 16
17
18 19