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
551
$1K ﹤0.01%
100
552
$1K ﹤0.01%
46
553
$1K ﹤0.01%
148
554
$1K ﹤0.01%
125
555
– –
-180
556
$0 ﹤0.01%
4
557
$0 ﹤0.01%
18
-1,750
558
$0 ﹤0.01%
16
559
$0 ﹤0.01%
300
560
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43
561
$0 ﹤0.01%
200
562
– –
-1,396
563
$0 ﹤0.01%
11
564
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565
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0
566
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567
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568
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569
$0 ﹤0.01%
6
570
– –
-288
571
– –
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572
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573
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574
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-1,250
575
$0 ﹤0.01%
10
-75
21 22
23
24 25