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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$2.03M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$115K 0.07%
7,727
-341
127
$114K 0.06%
1,821
128
$114K 0.06%
2,900
129
$114K 0.06%
3,952
-2,224
130
$108K 0.06%
5,421
131
$107K 0.06%
1,227
+1
132
$107K 0.06%
1,295
-346
133
$106K 0.06%
3,933
+359
134
$105K 0.06%
2,101
+3
135
$105K 0.06%
2,153
136
$104K 0.06%
4,140
+18
137
$103K 0.06%
2,219
-986
138
$103K 0.06%
6,300
-3,441
139
$97K 0.05%
1,644
+2
140
$95K 0.05%
1,773
-415
141
$95K 0.05%
4,616
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142
$94K 0.05%
1,396
143
$93K 0.05%
1,920
144
$92K 0.05%
1,050
145
$92K 0.05%
3,330
-2,525
146
$90K 0.05%
2,340
147
$89K 0.05%
7,221
148
$89K 0.05%
815
149
$89K 0.05%
2,503
-1,326
150
$88K 0.05%
2,566
+4