HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.1%
3,690
+7
102
$228K 0.09%
4,944
+109
103
$215K 0.09%
3,125
104
$213K 0.09%
6,092
-623
105
$207K 0.09%
1,497
+159
106
$204K 0.08%
5,424
-989
107
$203K 0.08%
3,102
108
$196K 0.08%
6,229
+43
109
$196K 0.08%
8,317
+752
110
$190K 0.08%
4,170
-489
111
$184K 0.08%
1,678
+125
112
$183K 0.08%
2,289
+12
113
$180K 0.07%
6,081
+387
114
$179K 0.07%
2,634
115
$172K 0.07%
7,860
116
$168K 0.07%
6,056
-993
117
$168K 0.07%
1,074
+5
118
$162K 0.07%
3,221
-616
119
$158K 0.07%
2,020
+1,754
120
$158K 0.07%
2,345
+29
121
$156K 0.06%
2,160
+680
122
$155K 0.06%
2,059
+4
123
$151K 0.06%
3,079
-565
124
$150K 0.06%
1,784
-247
125
$149K 0.06%
6,965
3 4
5
6 7