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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.63%
48,360
+2,592
27
$1.15M 0.63%
9,701
-638
28
$1.09M 0.6%
99,494
29
$1.03M 0.56%
42,171
+17,223
30
$893K 0.49%
33,058
+10,909
31
$886K 0.48%
9,062
-148
32
$875K 0.48%
18,103
+6,367
33
$870K 0.47%
60,074
+842
34
$868K 0.47%
12,040
+3,755
35
$865K 0.47%
58,100
+20,571
36
$845K 0.46%
11,491
+17
37
$834K 0.45%
24,748
+9,028
38
$825K 0.45%
5,703
+210
39
$782K 0.43%
9,117
+179
40
$692K 0.38%
6,540
-58
41
$655K 0.36%
6,096
+1,167
42
$653K 0.36%
7,674
+2
43
$639K 0.35%
10,287
+707
44
$596K 0.33%
21,303
+1
45
$590K 0.32%
2,378
-19
46
$546K 0.3%
7,519
-1,022
47
$530K 0.29%
6,078
48
$521K 0.28%
4,700
+23
49
$521K 0.28%
4,864
+62
50
$508K 0.28%
9,934
+1,918
1
2
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