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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.25%
24,380
+700
52
$1.04M 0.25%
15,139
-1,235
53
$899K 0.21%
29,725
-500
54
$899K 0.21%
7,070
+329
55
$898K 0.21%
16,033
-690
56
$897K 0.21%
13,032
-335
57
$797K 0.19%
13,908
-16
58
$773K 0.18%
32,830
-2,323
59
$769K 0.18%
+1,958
60
$753K 0.18%
1,841
+74
61
$712K 0.17%
13,185
-235
62
$709K 0.17%
2,346
-64
63
$699K 0.17%
8,931
-418
64
$683K 0.16%
3,217
65
$682K 0.16%
2,589
+8
66
$675K 0.16%
12,663
+12
67
$669K 0.16%
13,600
-1,570
68
$653K 0.16%
37,208
+24
69
$637K 0.15%
6,285
+15
70
$622K 0.15%
37,416
-1,455
71
$593K 0.14%
4,534
72
$562K 0.13%
37,391
-2,430
73
$562K 0.13%
1,731
-7
74
$558K 0.13%
1,967
75
$554K 0.13%
3,229
1 2
3
4 5