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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.13%
2,723
+106
77
$545K 0.13%
11,654
-18,025
78
$506K 0.12%
22,759
-556
79
$474K 0.11%
2,564
+153
80
$473K 0.11%
4,724
-1,223
81
$445K 0.11%
1,934
+175
82
$428K 0.1%
1,030
+1
83
$426K 0.1%
4,576
-8
84
$408K 0.1%
2,733
+279
85
$406K 0.1%
4,604
+10
86
$400K 0.1%
4,971
+4
87
$390K 0.09%
19,179
-142
88
$389K 0.09%
5,398
-110
89
$387K 0.09%
976
90
$385K 0.09%
14,045
+46
91
$380K 0.09%
2,883
+299
92
$366K 0.09%
3,453
-183
93
$365K 0.09%
7,892
+12
94
$362K 0.09%
1,207
-29
95
$359K 0.09%
6,182
+6
96
$358K 0.09%
8,757
+1
97
$357K 0.09%
2,246
-145
98
$354K 0.08%
3,346
+2
99
$354K 0.08%
2,322
+1
100
$351K 0.08%
1,083
+3
2 3
4
5 6