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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.07%
901
+1
127
$264K 0.06%
1,337
+1
128
$262K 0.06%
1,301
+1
129
$262K 0.06%
2,694
+17
130
$251K 0.06%
1,291
+7
131
$247K 0.06%
2,812
+1
132
$242K 0.06%
3,219
+16
133
$241K 0.06%
+7,558
134
$240K 0.06%
2,374
-95
135
$237K 0.06%
38,983
+72
136
$236K 0.06%
23,755
-4,179
137
$234K 0.06%
3,376
-300
138
$229K 0.06%
+1,105
139
$228K 0.06%
4,450
-1,238
140
$228K 0.06%
1,592
141
$225K 0.06%
3,699
+10
142
$225K 0.06%
3,863
-371
143
$224K 0.06%
2,259
144
$221K 0.05%
+559
145
$218K 0.05%
+1,774
146
$217K 0.05%
1,316
-200
147
$211K 0.05%
+1,462
148
$211K 0.05%
+3,056
149
$210K 0.05%
+6,220
150
$208K 0.05%
+12,788
3 4 5
6
7