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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$680K 0.12%
7,953
+8
77
$647K 0.11%
1,845
-33
78
$630K 0.11%
8,772
+1
79
$603K 0.11%
4,944
+9
80
$594K 0.1%
3,439
-12,037
81
$583K 0.1%
18,803
82
$582K 0.1%
2,905
+50
83
$574K 0.1%
3,954
-179
84
$564K 0.1%
13,523
+76
85
$559K 0.1%
1,030
-15
86
$553K 0.1%
3,614
+4
87
$544K 0.1%
2,348
+20
88
$540K 0.09%
10,624
+81
89
$537K 0.09%
7,731
+2,423
90
$536K 0.09%
4,913
+3
91
$514K 0.09%
917
+2
92
$503K 0.09%
2,943
+171
93
$498K 0.09%
4,294
+9
94
$489K 0.09%
4,189
-81
95
$485K 0.08%
884
+8
96
$476K 0.08%
1,613
+16
97
$472K 0.08%
2,763
+195
98
$468K 0.08%
2,236
+2
99
$461K 0.08%
5,595
+557
100
$456K 0.08%
81,994
+54
2 3
4
5 6