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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
601
$2K ﹤0.01%
26
602
$2K ﹤0.01%
106
603
$2K ﹤0.01%
50
604
$2K ﹤0.01%
57
-10,700
605
$2K ﹤0.01%
100
606
$2K ﹤0.01%
+40
607
$2K ﹤0.01%
59
+1
608
$2K ﹤0.01%
11
609
$2K ﹤0.01%
19
610
$2K ﹤0.01%
+16
611
$2K ﹤0.01%
+600
612
$2K ﹤0.01%
42
+1
613
$2K ﹤0.01%
+22
614
$2K ﹤0.01%
22
615
$2K ﹤0.01%
32
616
$2K ﹤0.01%
126
+2
617
$2K ﹤0.01%
15
618
$1K ﹤0.01%
100
619
$1K ﹤0.01%
53
620
$1K ﹤0.01%
26
621
$1K ﹤0.01%
50
622
$1K ﹤0.01%
300
623
$1K ﹤0.01%
599
624
$1K ﹤0.01%
104
+3
625
$1K ﹤0.01%
45
23 24
25
26 27