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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
26
$2.04M 0.85%
47,589
-9,585
27
$1.99M 0.83%
17,467
-1,595
28
$1.96M 0.81%
17,801
+19
29
$1.84M 0.76%
+37,566
30
$1.8M 0.75%
63,791
-123
31
$1.79M 0.74%
7,425
+3,332
32
$1.76M 0.73%
41,940
-708
33
$1.75M 0.72%
9,470
+1
34
$1.74M 0.72%
55,582
+44,068
35
$1.7M 0.7%
28,067
+6,585
36
$1.57M 0.65%
51,245
+44,917
37
$1.51M 0.63%
10,252
-6,369
38
$1.5M 0.62%
10,224
-610
39
$1.5M 0.62%
18,897
+12,231
40
$1.47M 0.61%
+30,312
41
$1.4M 0.58%
21,650
+12,564
42
$1.39M 0.58%
80,268
+72,516
43
$1.38M 0.57%
4,197
-3,610
44
$1.33M 0.55%
6,667
+2,001
45
$1.31M 0.54%
25,008
-324
46
$1.31M 0.54%
46,293
-1,059
47
$1.25M 0.52%
28,767
-3,411
48
$1.18M 0.49%
195,375
49
$1.18M 0.49%
43,721
-2,447
50
$1M 0.42%
45,276
+39,100
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