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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
70
502
$2K ﹤0.01%
599
503
$2K ﹤0.01%
30
+9
504
$2K ﹤0.01%
31
505
$2K ﹤0.01%
163
506
$2K ﹤0.01%
140
507
$2K ﹤0.01%
105
508
$2K ﹤0.01%
50
-267
509
$2K ﹤0.01%
20
510
$2K ﹤0.01%
+150
511
$2K ﹤0.01%
99
512
$2K ﹤0.01%
57
513
$2K ﹤0.01%
37
-38
514
$2K ﹤0.01%
182
+2
515
$2K ﹤0.01%
901
+30
516
$2K ﹤0.01%
85
+35
517
$2K ﹤0.01%
930
518
$2K ﹤0.01%
+350
519
$2K ﹤0.01%
148
+1
520
$2K ﹤0.01%
148
521
$1K ﹤0.01%
57
-159
522
$1K ﹤0.01%
17
523
$1K ﹤0.01%
+22
524
$1K ﹤0.01%
106
525
$1K ﹤0.01%
50
19 20
21
22 23