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
$68M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$3.51M
3
+$2.27M
4
SLV icon
iShares Silver Trust
SLV
+$1.94M
5
GE icon
GE Aerospace
GE
+$1.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.06%
2 Energy 9.54%
3 Utilities 7.16%
4 Industrials 7.01%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$541K 0.8%
+7,447
27
$515K 0.76%
+6,301
28
$498K 0.73%
+35,196
29
$487K 0.72%
+4,119
30
$486K 0.72%
+10,874
31
$478K 0.7%
+6,194
32
$429K 0.63%
+9,392
33
$417K 0.61%
+7,515
34
$414K 0.61%
+5,023
35
$413K 0.61%
+9,256
36
$410K 0.6%
+5,068
37
$400K 0.59%
+5,200
38
$397K 0.58%
+4,802
39
$394K 0.58%
+7,704
40
$391K 0.58%
+7,404
41
$378K 0.56%
+6,906
42
$372K 0.55%
+6,819
43
$353K 0.52%
+24,806
44
$351K 0.52%
+14,850
45
$347K 0.51%
+35,336
46
$345K 0.51%
+5,942
47
$336K 0.49%
+4,447
48
$332K 0.49%
+2,964
49
$326K 0.48%
+20,200
50
$305K 0.45%
+3,086
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