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
426
$7K ﹤0.01%
91
+34
427
$6K ﹤0.01%
450
428
$6K ﹤0.01%
425
429
$6K ﹤0.01%
119
+2
430
$6K ﹤0.01%
300
431
$6K ﹤0.01%
300
432
$6K ﹤0.01%
533
433
$6K ﹤0.01%
118
434
$6K ﹤0.01%
113
435
$6K ﹤0.01%
73
436
$6K ﹤0.01%
1,217
+315
437
$6K ﹤0.01%
800
+600
438
$6K ﹤0.01%
601
439
$5K ﹤0.01%
100
+1
440
$5K ﹤0.01%
339
-3,963
441
$5K ﹤0.01%
200
442
$5K ﹤0.01%
+90
443
$5K ﹤0.01%
110
444
$5K ﹤0.01%
159
445
$5K ﹤0.01%
113
446
$5K ﹤0.01%
251
447
$5K ﹤0.01%
115
448
$5K ﹤0.01%
179
449
$5K ﹤0.01%
98
450
$5K ﹤0.01%
37
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