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
26
$1.22M 0.69%
14,470
-586
27
$1.18M 0.67%
7,457
-971
28
$1.13M 0.64%
37,373
-1,956
29
$1.07M 0.61%
20,900
+177
30
$934K 0.53%
99,494
31
$909K 0.51%
25,987
+18,729
32
$857K 0.48%
37,203
-5,160
33
$834K 0.47%
7,240
-2,367
34
$803K 0.45%
4,933
35
$778K 0.44%
7,468
-1,108
36
$717K 0.41%
21,305
+2
37
$695K 0.39%
11,896
-600
38
$626K 0.35%
8,070
-531
39
$623K 0.35%
3,155
+2,454
40
$620K 0.35%
5,989
41
$617K 0.35%
50,768
-3,243
42
$572K 0.32%
5,475
-1,073
43
$507K 0.29%
19,354
+258
44
$505K 0.29%
4,674
-3,003
45
$488K 0.28%
2
46
$470K 0.27%
11,189
+2,412
47
$464K 0.26%
4,187
-1
48
$457K 0.26%
3,390
-4,362
49
$454K 0.26%
12,517
-2,167
50
$453K 0.26%
20,520
-10,329
1
2
3 4 5