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

Top Buys

1
+$6.12M
2
+$5.84M
3
+$676K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$463K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$350K

Top Sells

1
+$2.43M
2
+$1.95M
3
+$1.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
WFC icon
Wells Fargo
WFC
+$1M

Sector Composition

1 Financials 6.48%
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
$0 ﹤0.01%
11
602
$0 ﹤0.01%
16
603
– –
-25
604
$0 ﹤0.01%
57
605
$0 ﹤0.01%
42
606
– –
0
607
– –
-310
608
$0 ﹤0.01%
25
609
$0 ﹤0.01%
100
610
$0 ﹤0.01%
4
611
– –
-23
612
– –
-621
613
$0 ﹤0.01%
54
614
– –
-1,878
615
– –
-704
616
– –
-500
617
$0 ﹤0.01%
200
618
$0 ﹤0.01%
17
619
– –
-6,391
620
$0 ﹤0.01%
7
621
– –
-580
622
$0 ﹤0.01%
50
623
$0 ﹤0.01%
414
624
– –
-75
625
– –
-87
22 23 24
25
26