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
26
$1.4M 0.75%
25,232
-12,883
27
$1.32M 0.71%
31,101
+24,793
28
$1.31M 0.7%
41,897
+1,968
29
$1.12M 0.6%
20,715
-185
30
$1.12M 0.6%
7,832
-1,352
31
$1.02M 0.54%
99,494
32
$838K 0.45%
6,100
+2,710
33
$834K 0.45%
6,702
-538
34
$818K 0.44%
11,812
+5,664
35
$813K 0.44%
10,958
+6,420
36
$812K 0.43%
10,612
+4,982
37
$808K 0.43%
2,588
+1,318
38
$770K 0.41%
4,623
-310
39
$707K 0.38%
29,979
+9,459
40
$684K 0.37%
8,346
+276
41
$637K 0.34%
11,726
-170
42
$634K 0.34%
5,989
43
$623K 0.33%
51,241
+473
44
$617K 0.33%
21,306
+1
45
$613K 0.33%
5,481
+6
46
$559K 0.3%
8,499
+1,430
47
$555K 0.3%
6,182
-8,288
48
$527K 0.28%
10,000
+3,332
49
$526K 0.28%
12,258
+1,069
50
$502K 0.27%
4,202
+15
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2
3 4 5