HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.17%
5,043
+65
77
$397K 0.16%
17,216
-1,439
78
$392K 0.16%
9,972
-132
79
$348K 0.14%
29,664
+220
80
$345K 0.14%
2,165
+177
81
$337K 0.14%
1,978
+10
82
$330K 0.14%
2,078
+10
83
$318K 0.13%
30,946
+392
84
$318K 0.13%
+12,482
85
$314K 0.13%
3,168
+9
86
$303K 0.13%
2,415
+462
87
$302K 0.13%
4,217
+10
88
$300K 0.12%
9,089
+46
89
$299K 0.12%
1
-1
90
$297K 0.12%
1,622
+447
91
$295K 0.12%
2,982
+8
92
$287K 0.12%
1,143
+3
93
$281K 0.12%
1,798
-83
94
$274K 0.11%
4,370
+17
95
$270K 0.11%
16,536
+5,454
96
$266K 0.11%
6,067
+890
97
$259K 0.11%
16,855
+271
98
$241K 0.1%
3,796
+11
99
$239K 0.1%
9,978
-10,801
100
$231K 0.1%
2,224
+207
2 3
4
5 6