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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.27%
2
52
$459K 0.25%
3,870
+125
53
$453K 0.24%
12,570
+53
54
$453K 0.24%
19,476
+122
55
$442K 0.24%
2,765
+5
56
$414K 0.22%
5,863
+27
57
$403K 0.22%
1,506
+130
58
$379K 0.2%
9,988
+40
59
$366K 0.2%
7,108
+423
60
$354K 0.19%
3,136
+10
61
$322K 0.17%
2,681
-451
62
$318K 0.17%
7,408
-600
63
$313K 0.17%
1,911
-116
64
$305K 0.16%
4,177
+10
65
$303K 0.16%
+11,818
66
$297K 0.16%
43,100
67
$294K 0.16%
7,488
-18,499
68
$290K 0.16%
2,047
69
$281K 0.15%
2,577
+5
70
$275K 0.15%
2,038
+9
71
$272K 0.15%
25,216
-7,185
72
$267K 0.14%
8,513
+24
73
$264K 0.14%
2,066
+349
74
$262K 0.14%
15,224
75
$261K 0.14%
4,305
+17
1 2
3
4 5