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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.07%
1,957
+7
127
$119K 0.06%
1,527
128
$118K 0.06%
1,463
+58
129
$116K 0.06%
9,250
+1,200
130
$115K 0.06%
4,711
-1,630
131
$115K 0.06%
1,307
+2
132
$115K 0.06%
3,647
-175
133
$113K 0.06%
1,267
134
$113K 0.06%
1,715
+11
135
$112K 0.06%
1,263
+27
136
$111K 0.06%
8,859
-30,070
137
$109K 0.06%
725
+125
138
$108K 0.06%
8,068
-341
139
$108K 0.06%
1,037
+5
140
$106K 0.06%
4,101
+20
141
$104K 0.06%
13,532
-1,689
142
$103K 0.06%
2,064
+564
143
$102K 0.06%
2,900
144
$101K 0.06%
886
+65
145
$101K 0.06%
+2,781
146
$100K 0.05%
5,394
+576
147
$100K 0.05%
2,865
-72
148
$99K 0.05%
7,221
149
$99K 0.05%
1,318
+538
150
$98K 0.05%
2,527
+8
4 5
6
7 8