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
$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
576
$3K ﹤0.01%
930
577
$3K ﹤0.01%
300
578
$3K ﹤0.01%
+196
579
$2K ﹤0.01%
50
580
$2K ﹤0.01%
100
581
$2K ﹤0.01%
40
582
$2K ﹤0.01%
500
-110
583
$2K ﹤0.01%
50
584
$2K ﹤0.01%
57
585
$2K ﹤0.01%
26
586
$2K ﹤0.01%
106
587
$2K ﹤0.01%
95
+1
588
$2K ﹤0.01%
102
+1
589
$2K ﹤0.01%
107
590
$2K ﹤0.01%
30
+22
591
$2K ﹤0.01%
148
592
$2K ﹤0.01%
+25
593
$2K ﹤0.01%
33
+1
594
$2K ﹤0.01%
38
595
$2K ﹤0.01%
102
596
$2K ﹤0.01%
+21
597
$2K ﹤0.01%
2
598
$2K ﹤0.01%
100
599
$2K ﹤0.01%
57
-10,700
600
$2K ﹤0.01%
100
22 23
24
25 26