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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
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502
$3K ﹤0.01%
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503
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45
504
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333
+17
505
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107
506
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+143
507
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30
+2
508
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509
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40
+6
510
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+5
511
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514
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515
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516
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40
517
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125
-100
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+40
520
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493
+14
521
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87
522
$3K ﹤0.01%
196
523
$2K ﹤0.01%
70
524
$2K ﹤0.01%
150
525
$2K ﹤0.01%
71
+1
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