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
501
$2K ﹤0.01%
599
502
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32
+1
503
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20
504
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52
+1
505
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+20
506
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15
-17
507
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+111
508
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40
509
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510
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180
-47
511
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99
512
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100
513
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57
514
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37
515
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184
+2
516
$2K ﹤0.01%
135
517
$2K ﹤0.01%
+19
518
$2K ﹤0.01%
601
-300
519
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242
520
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200
521
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300
-309
522
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100
523
$2K ﹤0.01%
+158
524
$2K ﹤0.01%
+100
525
$2K ﹤0.01%
300
-75
19 20
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