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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
251
452
$5K ﹤0.01%
57
+50
453
$5K ﹤0.01%
107
-10
454
$5K ﹤0.01%
200
455
$4K ﹤0.01%
125
456
$4K ﹤0.01%
88
457
$4K ﹤0.01%
102
458
$4K ﹤0.01%
196
459
$4K ﹤0.01%
45
460
$4K ﹤0.01%
250
461
$4K ﹤0.01%
115
462
$4K ﹤0.01%
179
463
$4K ﹤0.01%
146
+2
464
$4K ﹤0.01%
32
-8
465
$4K ﹤0.01%
98
466
$4K ﹤0.01%
90
467
$4K ﹤0.01%
140
468
$4K ﹤0.01%
82
-330
469
$4K ﹤0.01%
22
470
$4K ﹤0.01%
84
-1
471
$4K ﹤0.01%
902
+604
472
$4K ﹤0.01%
63
473
$3K ﹤0.01%
+158
474
$3K ﹤0.01%
150
475
$3K ﹤0.01%
+175
17 18
19
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