HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 Inc
WMT
+$758K

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
576
$0 ﹤0.01%
6
577
– –
-288
578
– –
-328
579
– –
-76
580
– –
-246
581
– –
-1,250
582
$0 ﹤0.01%
10
-75
583
$0 ﹤0.01%
6
584
$0 ﹤0.01%
25
585
$0 ﹤0.01%
33
586
$0 ﹤0.01%
2
-6
587
$0 ﹤0.01%
12
588
$0 ﹤0.01%
1
589
– –
-3
590
– –
-446
591
$0 ﹤0.01%
2
592
– –
-10
593
$0 ﹤0.01%
3
594
– –
0
595
– –
-150
596
$0 ﹤0.01%
5
-16
597
$0 ﹤0.01%
1
598
– –
-82
599
$0 ﹤0.01%
18
600
$0 ﹤0.01%
11
21 22 23
24
25