HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
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%
45
627
$1K ﹤0.01%
37
628
$1K ﹤0.01%
+92
629
$1K ﹤0.01%
10
630
$1K ﹤0.01%
40
631
$1K ﹤0.01%
45
+1
632
$1K ﹤0.01%
242
633
$1K ﹤0.01%
105
634
$1K ﹤0.01%
30
635
$1K ﹤0.01%
80
636
$1K ﹤0.01%
390
637
$1K ﹤0.01%
32
-107
638
$1K ﹤0.01%
41
639
$1K ﹤0.01%
53
640
$1K ﹤0.01%
45
641
$1K ﹤0.01%
232
642
$1K ﹤0.01%
+75
643
$1K ﹤0.01%
50
-50
644
$1K ﹤0.01%
180
645
$1K ﹤0.01%
+112
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