HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$148K 0.06%
1,059
+3
127
$147K 0.06%
3,683
-521
128
$146K 0.06%
5,723
129
$145K 0.06%
1,508
-222
130
$145K 0.06%
2,831
131
$145K 0.06%
3,200
132
$139K 0.06%
2,033
+212
133
$138K 0.06%
2,680
+380
134
$136K 0.06%
1,877
+236
135
$133K 0.06%
382
+116
136
$132K 0.05%
2,579
+8
137
$132K 0.05%
1,898
+150
138
$132K 0.05%
2,642
139
$129K 0.05%
1,348
+6
140
$128K 0.05%
2,164
+3
141
$123K 0.05%
717
142
$121K 0.05%
590
143
$120K 0.05%
1,167
+9
144
$116K 0.05%
1,161
-206
145
$115K 0.05%
3,297
+320
146
$114K 0.05%
2,800
+624
147
$114K 0.05%
3,408
+22
148
$113K 0.05%
815
149
$113K 0.05%
1,920
150
$113K 0.05%
1,328
+3
4 5
6
7 8