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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$1.95M
3 +$1.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
WFC icon
Wells Fargo
WFC
+$1M

Sector Composition

1 Financials 6.48%
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
551
-51
552
$0 ﹤0.01%
4
553
-30
554
-570
555
$0 ﹤0.01%
16
556
$0 ﹤0.01%
300
557
$0 ﹤0.01%
43
558
-214
559
-1,202
560
$0 ﹤0.01%
200
561
-800
562
$0 ﹤0.01%
11
563
-499
564
-1,847
565
-526
566
0
567
-531
568
-600
569
$0 ﹤0.01%
89
-244
570
$0 ﹤0.01%
6
571
-1,909
572
-292
573
-198
574
-1,256
575
-441