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
626
$1K ﹤0.01%
30
627
$1K ﹤0.01%
+112
628
$1K ﹤0.01%
180
629
$1K ﹤0.01%
50
-50
630
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+75
631
$1K ﹤0.01%
232
632
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10
633
$1K ﹤0.01%
+92
634
$1K ﹤0.01%
37
635
$1K ﹤0.01%
45
636
$1K ﹤0.01%
68
637
$1K ﹤0.01%
40
638
$1K ﹤0.01%
45
639
$1K ﹤0.01%
53
640
$1K ﹤0.01%
100
641
$1K ﹤0.01%
104
+3
642
$1K ﹤0.01%
599
643
$1K ﹤0.01%
300
644
$1K ﹤0.01%
50
645
$1K ﹤0.01%
26
646
$0 ﹤0.01%
3
647
$0 ﹤0.01%
4
648
$0 ﹤0.01%
+125
649
– –
-18
650
$0 ﹤0.01%
9
24 25
26
27 28