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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-312
602
– –
-419
603
– –
-900
604
$0 ﹤0.01%
24
605
$0 ﹤0.01%
6
606
$0 ﹤0.01%
25
607
$0 ﹤0.01%
33
608
– –
-25
609
$0 ﹤0.01%
12
610
$0 ﹤0.01%
1
611
$0 ﹤0.01%
10
612
$0 ﹤0.01%
31
613
– –
-2,400
614
$0 ﹤0.01%
10
615
$0 ﹤0.01%
3
616
– –
0
617
$0 ﹤0.01%
1
618
$0 ﹤0.01%
18
619
$0 ﹤0.01%
11
620
$0 ﹤0.01%
16
621
$0 ﹤0.01%
38
622
– –
0
623
$0 ﹤0.01%
42
-22
624
$0 ﹤0.01%
25
625
– –
-500
22 23 24
25
26