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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.08%
2,146
-145
102
$447K 0.08%
1,581
103
$442K 0.08%
2,785
+7
104
$440K 0.08%
3,316
-101
105
$437K 0.08%
4,017
+2,109
106
$434K 0.08%
3,889
+10
107
$424K 0.07%
8,552
-800
108
$424K 0.07%
1,793
+8
109
$415K 0.07%
2,481
+278
110
$412K 0.07%
4,090
-138
111
$411K 0.07%
6,672
+4,274
112
$407K 0.07%
11,645
+479
113
$405K 0.07%
2,254
+1
114
$395K 0.07%
2,827
+9
115
$388K 0.07%
5,378
+1,922
116
$381K 0.07%
2,483
+4
117
$378K 0.07%
3,813
+217
118
$373K 0.07%
16,902
+12
119
$371K 0.06%
2,112
+1
120
$370K 0.06%
6,603
+5
121
$370K 0.06%
11,860
122
$358K 0.06%
571
+2
123
$347K 0.06%
7,586
+203
124
$342K 0.06%
10,648
+4
125
$340K 0.06%
1,310
+368
3 4
5
6 7