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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$2.03M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$265K 0.15%
4,648
-3,058
77
$262K 0.15%
43,100
78
$261K 0.15%
6,308
-2,371
79
$253K 0.14%
6,177
+29
80
$251K 0.14%
4,288
+16
81
$250K 0.14%
8,489
+2
82
$247K 0.14%
3,657
+11
83
$241K 0.14%
3,515
-200
84
$239K 0.14%
1,540
+105
85
$235K 0.13%
2,047
-275
86
$235K 0.13%
1,754
+1
87
$230K 0.13%
15,224
-1,100
88
$224K 0.13%
2,538
-2,820
89
$216K 0.12%
2,077
-471
90
$216K 0.12%
4,488
-1,388
91
$209K 0.12%
2,858
+4
92
$206K 0.12%
1,789
-3,075
93
$202K 0.11%
8,325
-684
94
$201K 0.11%
1,837
-162
95
$198K 0.11%
15,165
-5,813
96
$198K 0.11%
1,717
+140
97
$196K 0.11%
6,147
-83
98
$193K 0.11%
3,771
+19
99
$190K 0.11%
2,205
+130
100
$187K 0.11%
3,366
+6