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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$165K 0.09%
14,193
+1,180
102
$160K 0.09%
8,118
+4,166
103
$159K 0.09%
1,977
+7
104
$157K 0.08%
729
+8
105
$151K 0.08%
+3,980
106
$149K 0.08%
2,048
+312
107
$144K 0.08%
6,965
108
$144K 0.08%
6,261
+840
109
$142K 0.08%
3,200
110
$140K 0.08%
10,639
+6,592
111
$140K 0.08%
5,723
112
$140K 0.08%
4,726
+793
113
$139K 0.07%
1,054
+6
114
$136K 0.07%
569
-80
115
$132K 0.07%
5,520
-31,683
116
$130K 0.07%
700
117
$124K 0.07%
1,050
118
$122K 0.07%
2,900
119
$122K 0.07%
1,821
120
$121K 0.06%
1,136
-941
121
$120K 0.06%
2,549
+7
122
$115K 0.06%
2,364
-2,124
123
$114K 0.06%
4,477
+337
124
$113K 0.06%
7,487
-240
125
$113K 0.06%
1,050
3 4
5
6 7