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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.05%
2,474
-45
127
$309K 0.05%
1,186
+1
128
$307K 0.05%
29,783
+205
129
$307K 0.05%
7,825
+410
130
$307K 0.05%
1,131
131
$305K 0.05%
2,565
-727
132
$305K 0.05%
3,161
+5
133
$302K 0.05%
487
134
$301K 0.05%
5,819
+408
135
$287K 0.05%
2,116
+4
136
$283K 0.05%
2,474
-762
137
$281K 0.05%
3,132
+13
138
$281K 0.05%
3,603
139
$274K 0.05%
4,608
+199
140
$273K 0.05%
3,843
+7
141
$268K 0.05%
2,785
+7
142
$267K 0.05%
2,314
-30
143
$254K 0.04%
2,414
+2
144
$253K 0.04%
3,524
-863
145
$253K 0.04%
4,285
146
$252K 0.04%
4,368
147
$249K 0.04%
2,071
+1
148
$247K 0.04%
+945
149
$244K 0.04%
909
+2
150
$242K 0.04%
3,745
+177
3 4 5
6
7