HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
343
477
$6K ﹤0.01%
400
478
$6K ﹤0.01%
136
479
$6K ﹤0.01%
106
+1
480
$6K ﹤0.01%
689
481
$6K ﹤0.01%
1,000
482
$6K ﹤0.01%
2,179
+314
483
$6K ﹤0.01%
108
+2
484
$5K ﹤0.01%
200
485
$5K ﹤0.01%
376
-162
486
$5K ﹤0.01%
350
+100
487
$5K ﹤0.01%
12
+2
488
$5K ﹤0.01%
+291
489
$5K ﹤0.01%
+113
490
$5K ﹤0.01%
90
491
$5K ﹤0.01%
352
+224
492
$5K ﹤0.01%
210
+40
493
$5K ﹤0.01%
125
494
$5K ﹤0.01%
110
495
$5K ﹤0.01%
107
496
$5K ﹤0.01%
125
497
$5K ﹤0.01%
89
498
$5K ﹤0.01%
+100
499
$5K ﹤0.01%
179
500
$5K ﹤0.01%
533
18 19
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