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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$2.03M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$439K 0.25%
7,069
-1,146
52
$432K 0.24%
3,745
+19
53
$430K 0.24%
6,148
-7,812
54
$422K 0.24%
5,630
-6,816
55
$412K 0.23%
2,760
+4
56
$402K 0.23%
5,836
+27
57
$383K 0.22%
1,270
+1,209
58
$366K 0.21%
3,132
+14
59
$365K 0.21%
9,948
-850
60
$362K 0.2%
6,668
+124
61
$348K 0.2%
8,008
-31,526
62
$344K 0.19%
1,376
-643
63
$338K 0.19%
1,516
+1,324
64
$331K 0.19%
32,401
+431
65
$329K 0.19%
4,538
+4,258
66
$321K 0.18%
+3,173
67
$320K 0.18%
6,685
-136
68
$313K 0.18%
3,766
+3,666
69
$296K 0.17%
2,027
+8
70
$291K 0.16%
2,029
-154
71
$286K 0.16%
3,126
+14
72
$279K 0.16%
3,323
+202
73
$272K 0.15%
4,167
+10
74
$270K 0.15%
1,127
+3
75
$266K 0.15%
2,572
+6