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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.66%
17,859
+3,103
27
$3.66M 0.64%
36,596
+5,852
28
$2.99M 0.52%
17,561
+667
29
$2.92M 0.51%
17,473
-2,101
30
$2.91M 0.51%
26,869
+3,393
31
$2.88M 0.5%
11,599
-859
32
$2.83M 0.49%
20,223
+383
33
$2.8M 0.49%
23,506
-3,005
34
$2.76M 0.48%
30,727
+5,725
35
$2.71M 0.47%
8,213
-1,098
36
$2.63M 0.46%
31,753
+1,626
37
$2.63M 0.46%
20,538
+18,804
38
$2.59M 0.45%
3,134
+88
39
$2.38M 0.42%
5,678
-445
40
$2.36M 0.41%
41,032
+85
41
$2.27M 0.4%
13,706
+317
42
$2.14M 0.37%
76,727
+290
43
$2.08M 0.36%
179,435
44
$2.02M 0.35%
25,599
+7,915
45
$1.91M 0.33%
10,670
+289
46
$1.9M 0.33%
26,546
-361
47
$1.8M 0.31%
5,778
-639
48
$1.8M 0.31%
39,604
+850
49
$1.65M 0.29%
26,719
-2,358
50
$1.64M 0.29%
8,611
+1,244
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