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
526
$2K ﹤0.01%
+50
527
$2K ﹤0.01%
105
+1
528
$2K ﹤0.01%
148
529
$1K ﹤0.01%
57
530
$1K ﹤0.01%
22
531
$1K ﹤0.01%
106
532
$1K ﹤0.01%
50
533
$1K ﹤0.01%
100
534
$1K ﹤0.01%
100
535
$1K ﹤0.01%
53
536
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10
537
$1K ﹤0.01%
45
538
$1K ﹤0.01%
16
539
$1K ﹤0.01%
+200
540
$1K ﹤0.01%
45
-43
541
$1K ﹤0.01%
+100
542
$1K ﹤0.01%
229
543
$1K ﹤0.01%
68
544
$1K ﹤0.01%
38
545
$1K ﹤0.01%
80
546
$1K ﹤0.01%
+11
547
$1K ﹤0.01%
+26
548
$1K ﹤0.01%
105
549
$1K ﹤0.01%
35
550
$1K ﹤0.01%
930
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