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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.06%
5,407
-55
127
$324K 0.06%
1,306
128
$313K 0.05%
12,505
+2
129
$311K 0.05%
333
+78
130
$304K 0.05%
1,131
131
$296K 0.05%
3,524
132
$295K 0.05%
1,464
+278
133
$289K 0.05%
2,323
+4
134
$286K 0.05%
12,605
135
$285K 0.05%
5,332
-136
136
$285K 0.05%
3,040
+2
137
$284K 0.05%
4,566
+769
138
$280K 0.05%
2,138
+5
139
$279K 0.05%
1,899
-6,928
140
$276K 0.05%
2,793
+8
141
$273K 0.05%
3,885
+11
142
$272K 0.05%
+2,111
143
$270K 0.05%
3,144
+5
144
$265K 0.05%
3,603
145
$264K 0.05%
4,615
-15
146
$256K 0.04%
8,588
147
$250K 0.04%
796
+110
148
$249K 0.04%
+6,203
149
$249K 0.04%
4,285
150
$245K 0.04%
491
+4
4 5
6
7 8