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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.26%
14,694
+62
52
$443K 0.24%
10,894
+52
53
$433K 0.24%
2
54
$418K 0.23%
3,477
+91
55
$406K 0.22%
20,087
+833
56
$406K 0.22%
8,962
+190
57
$403K 0.22%
2,752
+5
58
$396K 0.22%
4,623
+120
59
$373K 0.2%
5,782
+28
60
$372K 0.2%
3,660
+13
61
$368K 0.2%
6,678
+321
62
$360K 0.2%
3,706
+24
63
$353K 0.19%
22,968
+315
64
$349K 0.19%
8,766
+2,723
65
$342K 0.19%
32,247
+408
66
$335K 0.18%
7,200
+4,523
67
$331K 0.18%
18,574
+414
68
$312K 0.17%
43,100
69
$303K 0.17%
4,148
+9
70
$292K 0.16%
8,503
+8
71
$290K 0.16%
2,556
-198
72
$287K 0.16%
3,637
-351
73
$287K 0.16%
1,887
+31
74
$285K 0.16%
2,173
+10
75
$281K 0.15%
3,715
1 2
3
4 5