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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$345K 0.08%
+3,355
102
$332K 0.08%
3,502
+9
103
$330K 0.08%
8,130
+759
104
$320K 0.08%
3,306
+316
105
$318K 0.08%
81,211
+119
106
$316K 0.08%
3,585
-65
107
$314K 0.07%
39,271
+3,830
108
$308K 0.07%
3,426
-1,350
109
$307K 0.07%
18,192
+18
110
$303K 0.07%
3,707
+13
111
$299K 0.07%
700
+1
112
$293K 0.07%
3,733
-147
113
$282K 0.07%
2,489
+44
114
$281K 0.07%
6,299
+7
115
$281K 0.07%
+4,938
116
$279K 0.07%
7,364
-461
117
$278K 0.07%
1,206
-70
118
$277K 0.07%
1,997
+229
119
$276K 0.07%
5,730
120
$272K 0.06%
2,318
121
$271K 0.06%
2,259
122
$265K 0.06%
1,061
-44
123
$265K 0.06%
5,219
+2
124
$264K 0.06%
4,744
125
$264K 0.06%
27,740
3 4
5
6 7