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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$111K 0.06%
1,227
127
$109K 0.06%
6,300
128
$108K 0.06%
1,300
+5
129
$108K 0.06%
525
-2,630
130
$104K 0.06%
2,105
+4
131
$102K 0.05%
2,970
+1,473
132
$100K 0.05%
815
133
$97K 0.05%
2,340
134
$96K 0.05%
2,569
+3
135
$94K 0.05%
12,905
136
$93K 0.05%
2,100
+600
137
$93K 0.05%
2,388
+23
138
$93K 0.05%
600
139
$92K 0.05%
4,252
-364
140
$91K 0.05%
1,129
+7
141
$91K 0.05%
466
142
$91K 0.05%
1,920
143
$91K 0.05%
+2,129
144
$90K 0.05%
1,418
+301
145
$89K 0.05%
1,732
146
$89K 0.05%
7,221
147
$88K 0.05%
2,134
+2
148
$87K 0.05%
1,780
+7
149
$87K 0.05%
1,125
-2,198
150
$87K 0.05%
570
4 5
6
7 8