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
526
$1K ﹤0.01%
+100
527
$1K ﹤0.01%
100
528
$1K ﹤0.01%
53
529
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10
530
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45
531
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16
532
$1K ﹤0.01%
88
533
$1K ﹤0.01%
51
+1
534
$1K ﹤0.01%
229
535
$1K ﹤0.01%
40
536
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240
+4
537
$1K ﹤0.01%
68
538
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38
+10
539
$1K ﹤0.01%
80
540
$1K ﹤0.01%
150
-350
541
$1K ﹤0.01%
242
542
$1K ﹤0.01%
105
543
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35
544
$1K ﹤0.01%
100
545
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46
546
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104
+1
547
$1K ﹤0.01%
125
548
$1K ﹤0.01%
200
549
– –
-270
550
$0 ﹤0.01%
4
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