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
651
$0 ﹤0.01%
6
652
– –
-200
653
$0 ﹤0.01%
25
654
$0 ﹤0.01%
33
655
$0 ﹤0.01%
20
656
$0 ﹤0.01%
25
657
– –
-85
658
$0 ﹤0.01%
25
659
– –
0
660
– –
-280
661
– –
-25
662
$0 ﹤0.01%
+10
663
– –
-100
664
$0 ﹤0.01%
93
-23
665
– –
-50
666
– –
-300
667
– –
-43
668
$0 ﹤0.01%
3
669
$0 ﹤0.01%
4
670
$0 ﹤0.01%
+125
671
– –
-18
672
$0 ﹤0.01%
9
673
– –
-16
674
$0 ﹤0.01%
43
675
– –
-141
25 26
27
28 29