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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
551
$3K ﹤0.01%
200
552
$3K ﹤0.01%
+94
553
$3K ﹤0.01%
250
554
$3K ﹤0.01%
213
555
$3K ﹤0.01%
+27
556
$3K ﹤0.01%
224
557
$3K ﹤0.01%
60
558
$3K ﹤0.01%
+100
559
$3K ﹤0.01%
103
+3
560
$3K ﹤0.01%
310
+2
561
$3K ﹤0.01%
40
562
$3K ﹤0.01%
116
563
$3K ﹤0.01%
50
564
$3K ﹤0.01%
99
565
$3K ﹤0.01%
+64
566
$3K ﹤0.01%
35
+15
567
$3K ﹤0.01%
100
568
$3K ﹤0.01%
37
569
$3K ﹤0.01%
190
+2
570
$3K ﹤0.01%
40
571
$3K ﹤0.01%
22
572
$3K ﹤0.01%
50
573
$3K ﹤0.01%
100
-6
574
$3K ﹤0.01%
132
575
$3K ﹤0.01%
435
21 22
23
24 25