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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.11%
1,064
+32
77
$597K 0.1%
5,180
+10
78
$596K 0.1%
1,721
79
$571K 0.1%
3,351
80
$545K 0.09%
81,734
+208
81
$539K 0.09%
2,860
82
$537K 0.09%
68,372
-24,258
83
$535K 0.09%
2,587
-3
84
$534K 0.09%
18,803
85
$534K 0.09%
3,253
+122
86
$533K 0.09%
13,419
-827
87
$530K 0.09%
2,763
+9
88
$525K 0.09%
914
+2
89
$523K 0.09%
3,494
+3
90
$522K 0.09%
7,936
+10
91
$516K 0.09%
1,876
-5
92
$511K 0.09%
4,265
-27
93
$495K 0.09%
8,763
+2
94
$483K 0.08%
2,327
+1
95
$478K 0.08%
9,352
96
$477K 0.08%
4,736
-251
97
$476K 0.08%
1,597
98
$474K 0.08%
3,916
+9
99
$472K 0.08%
4,907
-78
100
$465K 0.08%
2,253
+1
2 3
4
5 6