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
526
$4K ﹤0.01%
104
527
$4K ﹤0.01%
300
+75
528
$4K ﹤0.01%
101
529
$4K ﹤0.01%
120
+40
530
$4K ﹤0.01%
+220
531
$4K ﹤0.01%
200
532
$4K ﹤0.01%
41
+1
533
$4K ﹤0.01%
125
534
$4K ﹤0.01%
65
+15
535
$4K ﹤0.01%
+60
536
$4K ﹤0.01%
164
+4
537
$4K ﹤0.01%
93
-89
538
$4K ﹤0.01%
+67
539
$4K ﹤0.01%
108
-498
540
$4K ﹤0.01%
212
-1
541
$4K ﹤0.01%
700
+300
542
$4K ﹤0.01%
311
+5
543
$4K ﹤0.01%
159
544
$4K ﹤0.01%
550
+150
545
$4K ﹤0.01%
1,015
+19
546
$4K ﹤0.01%
125
+4
547
$3K ﹤0.01%
213
548
$3K ﹤0.01%
+27
549
$3K ﹤0.01%
224
550
$3K ﹤0.01%
60
20 21
22
23 24