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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.63%
24,235
-9,529
27
$2.41M 0.59%
22,022
-896
28
$2.23M 0.55%
9,754
-298
29
$2.2M 0.54%
56,685
+53
30
$2.13M 0.52%
40,723
+14,226
31
$2.13M 0.52%
92,066
+233
32
$2.1M 0.52%
51,506
+373
33
$2.06M 0.51%
+70,518
34
$1.77M 0.43%
20,132
-1,635
35
$1.71M 0.42%
20,816
+1,338
36
$1.7M 0.42%
7,016
-871
37
$1.67M 0.41%
30,392
-16
38
$1.58M 0.39%
10,655
-284
39
$1.51M 0.37%
11,483
-3,141
40
$1.5M 0.37%
179,435
41
$1.47M 0.36%
+30,736
42
$1.4M 0.34%
+10,634
43
$1.31M 0.32%
8,453
+186
44
$1.29M 0.32%
39,475
+772
45
$1.28M 0.31%
10,673
-1,835
46
$1.24M 0.3%
6,782
+111
47
$1.16M 0.29%
+16,280
48
$1.08M 0.26%
13,984
-153
49
$1.08M 0.26%
10,859
-1,043
50
$1.06M 0.26%
8,211
+6,013
1
2
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