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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.23%
16,672
-229
52
$1.33M 0.23%
2,687
+9
53
$1.3M 0.22%
15,627
-214
54
$1.28M 0.22%
7,548
+105
55
$1.23M 0.21%
22,546
+130
56
$1.22M 0.21%
8,888
-18
57
$1.17M 0.2%
4,133
-62
58
$1.05M 0.18%
13,039
+158
59
$1.02M 0.18%
1,753
-14
60
$1.01M 0.17%
7,835
+61
61
$915K 0.16%
2,258
-20
62
$902K 0.16%
10,673
+3
63
$892K 0.15%
9,157
-284
64
$800K 0.14%
24,169
-2,775
65
$793K 0.14%
3,263
+200
66
$792K 0.14%
4,774
+163
67
$771K 0.13%
34,776
+135
68
$770K 0.13%
1,345
-25
69
$732K 0.13%
33,263
+249
70
$688K 0.12%
3,406
+1,407
71
$677K 0.12%
2,221
+6
72
$640K 0.11%
32,523
-497
73
$638K 0.11%
5,269
+4
74
$633K 0.11%
3,788
-58
75
$627K 0.11%
12,880
+537
1 2
3
4 5