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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
133
-25
477
$3K ﹤0.01%
150
478
$3K ﹤0.01%
240
-408
479
$3K ﹤0.01%
+148
480
$3K ﹤0.01%
105
481
$3K ﹤0.01%
50
482
$3K ﹤0.01%
38
-3,135
483
$3K ﹤0.01%
107
484
$3K ﹤0.01%
283
+133
485
$3K ﹤0.01%
105
-175
486
$3K ﹤0.01%
159
487
$3K ﹤0.01%
+200
488
$3K ﹤0.01%
40
489
$3K ﹤0.01%
13
490
$3K ﹤0.01%
90
491
$3K ﹤0.01%
102
492
$3K ﹤0.01%
85
493
$3K ﹤0.01%
104
494
$3K ﹤0.01%
40
495
$3K ﹤0.01%
161
+76
496
$3K ﹤0.01%
196
497
$3K ﹤0.01%
62
498
$3K ﹤0.01%
107
499
$2K ﹤0.01%
17
500
$2K ﹤0.01%
70
18 19
20
21 22