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
501
$5K ﹤0.01%
155
+1
502
$5K ﹤0.01%
+210
503
$5K ﹤0.01%
227
504
$5K ﹤0.01%
315
505
$5K ﹤0.01%
101
+1
506
$5K ﹤0.01%
38
507
$5K ﹤0.01%
61
508
$5K ﹤0.01%
75
509
$5K ﹤0.01%
113
510
$5K ﹤0.01%
202
+2
511
$5K ﹤0.01%
416
+5
512
$5K ﹤0.01%
650
513
$5K ﹤0.01%
559
+10
514
$5K ﹤0.01%
299
-100
515
$5K ﹤0.01%
160
516
$5K ﹤0.01%
300
+100
517
$5K ﹤0.01%
+450
518
$4K ﹤0.01%
+220
519
$4K ﹤0.01%
29
520
$4K ﹤0.01%
91
+2
521
$4K ﹤0.01%
196
522
$4K ﹤0.01%
182
523
$4K ﹤0.01%
235
524
$4K ﹤0.01%
+96
525
$4K ﹤0.01%
250
19 20
21
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