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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$465K 0.08%
2,718
-360
102
$461K 0.08%
568
+1
103
$449K 0.08%
5,034
+80
104
$444K 0.08%
4,257
-84
105
$440K 0.08%
2,229
+4
106
$440K 0.08%
1,785
107
$434K 0.08%
878
108
$414K 0.07%
3,596
+116
109
$401K 0.07%
1,581
110
$390K 0.07%
2,109
-10
111
$389K 0.07%
3,409
+158
112
$382K 0.07%
16,878
+465
113
$381K 0.07%
11,860
114
$379K 0.07%
2,199
+359
115
$366K 0.06%
6,327
-95
116
$354K 0.06%
10,690
-2,996
117
$342K 0.06%
1,306
118
$340K 0.06%
14,498
-270
119
$338K 0.06%
653
-31
120
$336K 0.06%
2,770
+12
121
$333K 0.06%
7,380
-605
122
$331K 0.06%
3,189
+2
123
$327K 0.06%
2,286
124
$326K 0.06%
12,500
+28
125
$322K 0.06%
3,237
+61
3 4
5
6 7