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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.06%
903
+1
127
$258K 0.06%
2,103
+2
128
$254K 0.06%
5,954
-13
129
$252K 0.06%
2,722
+10
130
$250K 0.06%
563
+2
131
$250K 0.06%
3,695
-250
132
$247K 0.06%
487
133
$245K 0.06%
2,726
134
$240K 0.06%
1,180
135
$236K 0.06%
15,111
136
$233K 0.06%
12,796
+4
137
$232K 0.06%
7,615
+907
138
$230K 0.05%
2,269
-57
139
$229K 0.05%
+8,858
140
$226K 0.05%
26,961
+1,613
141
$226K 0.05%
3,180
+3
142
$222K 0.05%
2,744
+239
143
$222K 0.05%
1,592
144
$218K 0.05%
1,084
-258
145
$218K 0.05%
3,762
+10
146
$212K 0.05%
1,104
-144
147
$210K 0.05%
4,461
+2
148
$207K 0.05%
1,325
+6
149
$205K 0.05%
2,500
+7
150
$204K 0.05%
+3,587
3 4 5
6
7