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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.14%
1,993
+8
77
$566K 0.14%
5,782
-54
78
$518K 0.13%
2,709
+207
79
$518K 0.13%
4,989
-1,530
80
$513K 0.13%
81,000
81
$469K 0.12%
4,942
+20
82
$442K 0.11%
4,584
+9
83
$442K 0.11%
2,373
+65
84
$432K 0.11%
3,757
-195
85
$432K 0.11%
1,257
+70
86
$431K 0.11%
19,496
+314
87
$428K 0.11%
6,171
+254
88
$424K 0.1%
7,862
+12
89
$423K 0.1%
4,595
-5,003
90
$421K 0.1%
5,086
+487
91
$406K 0.1%
4,777
-236
92
$399K 0.1%
10,117
-669
93
$397K 0.1%
1,029
-435
94
$396K 0.1%
1,757
-31
95
$387K 0.09%
13,523
-1,211
96
$385K 0.09%
2,361
+10
97
$379K 0.09%
1,157
98
$371K 0.09%
6,637
+6
99
$354K 0.09%
975
-39
100
$344K 0.08%
3,919
-612
2 3
4
5 6