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
451
$5K ﹤0.01%
61
452
$5K ﹤0.01%
110
453
$5K ﹤0.01%
343
-440
454
$5K ﹤0.01%
50
455
$5K ﹤0.01%
103
456
$5K ﹤0.01%
673
457
$5K ﹤0.01%
63
458
$4K ﹤0.01%
125
459
$4K ﹤0.01%
89
+1
460
$4K ﹤0.01%
53
+23
461
$4K ﹤0.01%
196
462
$4K ﹤0.01%
182
-388
463
$4K ﹤0.01%
45
464
$4K ﹤0.01%
250
465
$4K ﹤0.01%
224
466
$4K ﹤0.01%
45
-3,721
467
$4K ﹤0.01%
148
+2
468
$4K ﹤0.01%
288
+5
469
$4K ﹤0.01%
140
470
$4K ﹤0.01%
36
471
$4K ﹤0.01%
40
-1,749
472
$4K ﹤0.01%
22
473
$4K ﹤0.01%
+400
474
$4K ﹤0.01%
87
475
$4K ﹤0.01%
251
17 18
19
20 21