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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.26%
37,618
-640
52
$1.04M 0.26%
16,781
-12,722
53
$1.01M 0.25%
+13,545
54
$963K 0.24%
7,455
-1,120
55
$825K 0.2%
42,880
+522
56
$818K 0.2%
1,730
+29
57
$813K 0.2%
+19,511
58
$802K 0.2%
9,123
-1,459
59
$791K 0.19%
7,345
-19,934
60
$784K 0.19%
36,653
+535
61
$780K 0.19%
22,567
-3,860
62
$771K 0.19%
15,585
+3,045
63
$768K 0.19%
27,640
-1,570
64
$762K 0.19%
13,955
-2,160
65
$743K 0.18%
2,519
+109
66
$738K 0.18%
3,617
-8
67
$706K 0.17%
6,835
-3,230
68
$665K 0.16%
2,612
+5
69
$626K 0.15%
12,729
+726
70
$624K 0.15%
3,404
+629
71
$622K 0.15%
6,155
-72
72
$619K 0.15%
38,805
+2,031
73
$608K 0.15%
10,656
-236
74
$608K 0.15%
2,174
+59
75
$586K 0.14%
5,901
-2,123
1 2
3
4 5