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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.64%
67,315
+3,749
27
$3.62M 0.63%
14,743
-303
28
$3.17M 0.55%
30,326
+885
29
$3.1M 0.54%
26,457
+164
30
$3.06M 0.53%
20,011
+424
31
$3.01M 0.52%
7,104
-24
32
$2.9M 0.5%
25,523
-1,306
33
$2.88M 0.5%
19,547
+129
34
$2.86M 0.49%
23,515
+317
35
$2.7M 0.47%
15,453
+129
36
$2.51M 0.43%
30,144
-18,077
37
$2.48M 0.43%
2,797
+23
38
$2.42M 0.42%
41,527
+89
39
$2.36M 0.41%
13,599
+54
40
$2.17M 0.38%
13,417
-220
41
$2.07M 0.36%
6,433
+4
42
$2.03M 0.35%
85,326
-1,517
43
$1.93M 0.33%
26,912
-120
44
$1.88M 0.32%
179,435
45
$1.85M 0.32%
10,402
+347
46
$1.84M 0.32%
41,016
-543
47
$1.57M 0.27%
10,225
-101
48
$1.56M 0.27%
29,291
+107
49
$1.37M 0.24%
7,367
+173
50
$1.37M 0.24%
47,249
-1,570
1
2
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