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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.14%
3,664
+7
77
$259K 0.14%
1,130
+3
78
$259K 0.14%
6,208
+6,106
79
$250K 0.13%
1,706
-48
80
$238K 0.13%
2,439
-99
81
$235K 0.13%
2,079
-5,389
82
$231K 0.12%
3,515
83
$229K 0.12%
2,862
+4
84
$218K 0.12%
1,837
85
$210K 0.11%
6,773
+27
86
$201K 0.11%
3,372
+6
87
$200K 0.11%
6,662
+515
88
$199K 0.11%
2,856
+1,210
89
$197K 0.11%
2,493
+288
90
$195K 0.1%
3,787
+16
91
$194K 0.1%
1,476
92
$193K 0.1%
1,493
+83
93
$193K 0.1%
2,584
+7
94
$184K 0.1%
6,831
-1,494
95
$179K 0.1%
7,860
-100
96
$178K 0.1%
3,997
+10
97
$175K 0.09%
2,184
+12
98
$173K 0.09%
3,102
99
$173K 0.09%
13,221
-1,944
100
$166K 0.09%
2,146
+6
2 3
4
5 6