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
451
$7K ﹤0.01%
251
452
$7K ﹤0.01%
788
453
$7K ﹤0.01%
106
454
$7K ﹤0.01%
185
455
$7K ﹤0.01%
146
456
$7K ﹤0.01%
275
457
$7K ﹤0.01%
124
+1
458
$7K ﹤0.01%
313
459
$6K ﹤0.01%
128
-306
460
$6K ﹤0.01%
43
461
$6K ﹤0.01%
75
-30
462
$6K ﹤0.01%
566
+54
463
$6K ﹤0.01%
103
+1
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$6K ﹤0.01%
40
465
$6K ﹤0.01%
122
+1
466
$6K ﹤0.01%
269
467
$6K ﹤0.01%
119
468
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182
+2
469
$6K ﹤0.01%
115
470
$6K ﹤0.01%
300
471
$6K ﹤0.01%
215
+1
472
$6K ﹤0.01%
98
473
$6K ﹤0.01%
300
474
$6K ﹤0.01%
36
475
$6K ﹤0.01%
+100
17 18
19
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