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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$185K 0.1%
2,577
+8
102
$184K 0.1%
6,746
-580
103
$179K 0.1%
3,102
104
$171K 0.1%
1,410
-1,883
105
$168K 0.1%
1,476
106
$166K 0.09%
7,960
107
$163K 0.09%
2,140
+6
108
$157K 0.09%
13,013
+3,689
109
$154K 0.09%
2,172
+11
110
$153K 0.09%
3,987
+5
111
$152K 0.09%
12,905
112
$148K 0.08%
721
113
$144K 0.08%
1,706
114
$143K 0.08%
1,970
+8
115
$140K 0.08%
6,965
116
$136K 0.08%
649
-59
117
$133K 0.08%
5,723
118
$130K 0.07%
3,200
119
$128K 0.07%
1,048
+6
120
$126K 0.07%
700
121
$124K 0.07%
1,646
+632
122
$123K 0.07%
1,736
+10
123
$121K 0.07%
2,585
-39
124
$120K 0.07%
2,542
+8
125
$117K 0.07%
1,050
-396
3 4
5
6 7