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
51
$970K 0.4%
16,696
+472
52
$937K 0.39%
7,314
-176
53
$904K 0.38%
30,145
54
$877K 0.36%
9,619
+190
55
$873K 0.36%
16,777
+843
56
$856K 0.36%
25,561
+23,231
57
$844K 0.35%
+37,371
58
$830K 0.34%
17,206
+1,348
59
$812K 0.34%
6,043
+54
60
$741K 0.31%
4,157
+574
61
$714K 0.3%
23,304
+20,908
62
$713K 0.3%
+20,902
63
$707K 0.29%
11,181
-719
64
$651K 0.27%
8,410
+95
65
$645K 0.27%
12,674
+9,146
66
$643K 0.27%
10,080
-10
67
$577K 0.24%
5,288
-200
68
$555K 0.23%
12,716
+76
69
$525K 0.22%
2,861
+96
70
$472K 0.2%
17,489
+1,299
71
$471K 0.2%
3,667
+6
72
$448K 0.19%
16,204
-254
73
$413K 0.17%
2,730
+11
74
$409K 0.17%
1,211
-40
75
$407K 0.17%
3,815
-186
1 2
3
4 5