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
$103M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$21.6M
3 +$1.22M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$278K
5
T icon
AT&T
T
+$91.6K

Top Sells

1 +$9.43M
2 +$176K
3 +$174K
4
SLV icon
iShares Silver Trust
SLV
+$171K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$170K

Sector Composition

1 Financials 7.65%
2 Energy 6.04%
3 Industrials 4.97%
4 Healthcare 4.67%
5 Utilities 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$336K 0.33%
2,964
52
$322K 0.31%
6,269
-1,435
53
$309K 0.3%
4,428
54
$297K 0.29%
5,315
55
$291K 0.28%
14,582
+419
56
$291K 0.28%
4,704
57
$290K 0.28%
25,100
58
$290K 0.28%
3,016
-70
59
$287K 0.28%
7,450
+26
60
$283K 0.27%
12,338
+89
61
$282K 0.27%
5,120
+800
62
$281K 0.27%
9,200
+9,117
63
$274K 0.27%
2,746
+4
64
$263K 0.26%
21,465
+357
65
$259K 0.25%
5,150
66
$254K 0.25%
3,143
-1,925
67
$254K 0.25%
2,932
-213
68
$236K 0.23%
3,189
+20
69
$229K 0.22%
2,477
+7
70
$221K 0.21%
18,179
71
$214K 0.21%
3,102
-500
72
$204K 0.2%
8,268
+3
73
$199K 0.19%
7,960
74
$194K 0.19%
11,237
+1,030
75
$194K 0.19%
3,719
-1,150