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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$1.35M
3 +$1.15M
4
KO icon
Coca-Cola
KO
+$1.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$561K

Top Sells

1 +$1.27M
2 +$1.25M
3 +$874K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$775K
5
PG icon
Procter & Gamble
PG
+$735K

Sector Composition

1 Financials 5.64%
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%
46
552
$1K ﹤0.01%
148
553
$1K ﹤0.01%
125
554
$1K ﹤0.01%
50
555
-296
556
$0 ﹤0.01%
31
557
$0 ﹤0.01%
1
558
$0 ﹤0.01%
54
559
$0 ﹤0.01%
+1
560
-180
561
$0 ﹤0.01%
4
562
$0 ﹤0.01%
18
-1,750
563
$0 ﹤0.01%
16
564
$0 ﹤0.01%
300
565
$0 ﹤0.01%
43
566
$0 ﹤0.01%
200
567
-1,396
568
$0 ﹤0.01%
11
569
-175
570
0
571
-209
572
-140
573
$0 ﹤0.01%
6
574
-288
575
-328