HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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%
113
502
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202
+2
503
$5K ﹤0.01%
200
504
$5K ﹤0.01%
416
+5
505
$5K ﹤0.01%
650
506
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559
+10
507
$5K ﹤0.01%
299
-100
508
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160
509
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376
-162
510
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350
+100
511
$5K ﹤0.01%
12
+2
512
$5K ﹤0.01%
+291
513
$5K ﹤0.01%
+113
514
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90
515
$5K ﹤0.01%
110
516
$5K ﹤0.01%
300
+100
517
$5K ﹤0.01%
+450
518
$4K ﹤0.01%
29
519
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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
19 20
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