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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
501
$5K ﹤0.01%
+210
502
$5K ﹤0.01%
300
+100
503
$5K ﹤0.01%
227
504
$5K ﹤0.01%
+450
505
$5K ﹤0.01%
315
506
$5K ﹤0.01%
101
+1
507
$5K ﹤0.01%
38
508
$5K ﹤0.01%
61
509
$5K ﹤0.01%
75
510
$5K ﹤0.01%
113
511
$5K ﹤0.01%
101
+1
512
$5K ﹤0.01%
200
513
$5K ﹤0.01%
416
+5
514
$5K ﹤0.01%
650
515
$5K ﹤0.01%
559
+10
516
$5K ﹤0.01%
299
-100
517
$5K ﹤0.01%
160
518
$4K ﹤0.01%
29
519
$4K ﹤0.01%
91
+2
520
$4K ﹤0.01%
196
521
$4K ﹤0.01%
182
522
$4K ﹤0.01%
235
523
$4K ﹤0.01%
+96
524
$4K ﹤0.01%
250
525
$4K ﹤0.01%
108
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