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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-500
602
– –
-299
603
– –
-83
604
$0 ﹤0.01%
1
605
$0 ﹤0.01%
18
606
$0 ﹤0.01%
11
607
$0 ﹤0.01%
16
608
– –
-25
609
$0 ﹤0.01%
38
610
– –
0
611
$0 ﹤0.01%
42
612
– –
0
613
– –
-310
614
$0 ﹤0.01%
25
615
$0 ﹤0.01%
100
616
$0 ﹤0.01%
4
617
– –
-23
618
– –
-621
619
$0 ﹤0.01%
54
620
– –
-1,878
621
– –
-704
622
– –
-500
623
$0 ﹤0.01%
200
624
$0 ﹤0.01%
17
625
– –
-6,391
22 23 24
25
26