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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.29%
11,192
+862
52
$1.47M 0.26%
4,718
+2,489
53
$1.36M 0.24%
16,618
+741
54
$1.23M 0.22%
7,887
+3,785
55
$1.12M 0.2%
12,772
+88
56
$1.11M 0.19%
4,020
-63
57
$1.08M 0.19%
7,222
-272
58
$980K 0.17%
38,682
-3,352
59
$970K 0.17%
7,530
+193
60
$916K 0.16%
45,523
-712
61
$898K 0.16%
31,764
-1,308
62
$894K 0.16%
3,101
-2
63
$841K 0.15%
23,291
-183
64
$836K 0.15%
2,280
+18
65
$816K 0.14%
9,010
-74
66
$789K 0.14%
1,765
+9
67
$766K 0.13%
1,329
+184
68
$763K 0.13%
+24,249
69
$761K 0.13%
1,393
-1,300
70
$753K 0.13%
10,625
-51
71
$750K 0.13%
34,838
+29
72
$743K 0.13%
4,806
+30
73
$733K 0.13%
63,033
-3,881
74
$699K 0.12%
5,278
+4
75
$687K 0.12%
1,721
1 2
3
4 5