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
526
$4K ﹤0.01%
108
527
$4K ﹤0.01%
104
528
$4K ﹤0.01%
300
+75
529
$4K ﹤0.01%
101
530
$4K ﹤0.01%
120
+40
531
$4K ﹤0.01%
159
532
$4K ﹤0.01%
200
533
$4K ﹤0.01%
41
+1
534
$4K ﹤0.01%
125
535
$4K ﹤0.01%
65
+15
536
$4K ﹤0.01%
+60
537
$4K ﹤0.01%
164
+4
538
$4K ﹤0.01%
93
-89
539
$4K ﹤0.01%
+67
540
$4K ﹤0.01%
550
+150
541
$4K ﹤0.01%
1,015
+19
542
$4K ﹤0.01%
125
+4
543
$4K ﹤0.01%
108
-498
544
$4K ﹤0.01%
212
-1
545
$4K ﹤0.01%
700
+300
546
$4K ﹤0.01%
311
+5
547
$3K ﹤0.01%
+100
548
$3K ﹤0.01%
213
549
$3K ﹤0.01%
30
550
$3K ﹤0.01%
73
+1
20 21
22
23 24