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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$19.3M
3
+$11.9M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$11.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.51M

Top Sells

1
+$2.13M
2
+$1.19M
3
+$1.14M
4
MRK icon
Merck
MRK
+$1.03M
5
KO icon
Coca-Cola
KO
+$770K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.08%
5,579
+2
102
$335K 0.08%
1,063
103
$327K 0.08%
2,048
+4
104
$326K 0.08%
8,732
-442
105
$317K 0.08%
7,852
-6,876
106
$312K 0.08%
5,966
-563
107
$311K 0.08%
1,276
+1
108
$311K 0.08%
3,342
+1
109
$311K 0.08%
6,129
-5,740
110
$308K 0.08%
3,723
+69
111
$306K 0.08%
27,740
112
$298K 0.07%
2,988
113
$298K 0.07%
2,938
+143
114
$293K 0.07%
18,153
+33
115
$288K 0.07%
1,357
116
$286K 0.07%
698
+2
117
$282K 0.07%
2,815
-179
118
$281K 0.07%
487
+1
119
$280K 0.07%
3,670
-1,031
120
$278K 0.07%
2,359
-19
121
$273K 0.07%
2,627
-916
122
$273K 0.07%
+1,286
123
$269K 0.07%
14,701
124
$267K 0.07%
2,099
+1
125
$266K 0.07%
+3,118
3 4
5
6 7