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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.61%
7,646
-141
27
$2.48M 0.59%
24,083
-138
28
$2.4M 0.57%
16,449
+5,440
29
$2.1M 0.5%
39,045
-1,284
30
$2.09M 0.5%
67,298
-4,128
31
$1.98M 0.47%
18,433
+611
32
$1.94M 0.46%
41,361
+98
33
$1.89M 0.45%
7,048
-38
34
$1.84M 0.44%
87,187
+534
35
$1.83M 0.44%
13,013
+1,229
36
$1.77M 0.42%
54,690
-3,093
37
$1.73M 0.41%
52,260
-11
38
$1.71M 0.41%
75,448
-1,256
39
$1.59M 0.38%
30,750
-182
40
$1.58M 0.38%
2,944
+100
41
$1.58M 0.38%
19,514
-1,059
42
$1.49M 0.36%
10,269
-42
43
$1.47M 0.35%
9,442
+59
44
$1.46M 0.35%
11,520
+35
45
$1.39M 0.33%
39,174
-349
46
$1.36M 0.32%
179,435
47
$1.23M 0.29%
7,253
+5
48
$1.09M 0.26%
8,910
-174
49
$1.09M 0.26%
8,445
-126
50
$1.06M 0.25%
25,921
-1,320
1
2
3 4 5