HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
551
$3K ﹤0.01%
+100
552
$3K ﹤0.01%
103
+3
553
$3K ﹤0.01%
310
+2
554
$3K ﹤0.01%
40
555
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556
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50
557
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104
558
$3K ﹤0.01%
+64
559
$3K ﹤0.01%
35
+15
560
$3K ﹤0.01%
100
561
$3K ﹤0.01%
37
562
$3K ﹤0.01%
100
-6
563
$3K ﹤0.01%
132
564
$3K ﹤0.01%
435
565
$3K ﹤0.01%
930
566
$3K ﹤0.01%
300
567
$3K ﹤0.01%
30
568
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73
+1
569
$3K ﹤0.01%
150
570
$3K ﹤0.01%
70
+2
571
$3K ﹤0.01%
190
+2
572
$3K ﹤0.01%
40
573
$3K ﹤0.01%
22
574
$3K ﹤0.01%
50
575
$3K ﹤0.01%
200
21 22
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