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
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.68M
3
+$2.25M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.16M

Top Sells

1
+$2.63M
2
+$1.4M
3
+$1.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$868K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$728K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
126
PNC Financial Services
PNC
$72.2B
$394K 0.06%
2,113
+1
MINT icon
127
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.8B
$391K 0.06%
3,884
-206
WELL icon
128
Welltower
WELL
$131B
$383K 0.06%
2,488
+5
CEG icon
129
Constellation Energy
CEG
$112B
$379K 0.06%
1,173
-291
D icon
130
Dominion Energy
D
$52.6B
$374K 0.06%
6,608
+5
GDMA icon
131
Gadsden Dynamic Multi-Asset ETF
GDMA
$156M
$370K 0.06%
10,648
SCHG icon
132
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$365K 0.06%
12,508
+3
GEV icon
133
GE Vernova
GEV
$156B
$363K 0.06%
686
+3
AXP icon
134
American Express
AXP
$254B
$361K 0.06%
1,131
DIS icon
135
Walt Disney
DIS
$199B
$348K 0.06%
2,803
+10
ARM icon
136
Arm
ARM
$162B
$337K 0.05%
2,081
RCL icon
137
Royal Caribbean
RCL
$69.8B
$336K 0.05%
1,072
LRCX icon
138
Lam Research
LRCX
$200B
$330K 0.05%
3,394
+387
ITW icon
139
Illinois Tool Works
ITW
$71.2B
$323K 0.05%
1,306
BK icon
140
Bank of New York Mellon
BK
$76.5B
$321K 0.05%
3,524
XLI icon
141
Industrial Select Sector SPDR Fund
XLI
$23.7B
$316K 0.05%
2,142
+4
VGK icon
142
Vanguard FTSE Europe ETF
VGK
$27.4B
$305K 0.05%
3,936
+51
ROK icon
143
Rockwell Automation
ROK
$42B
$303K 0.05%
913
+1
DKNG icon
144
DraftKings
DKNG
$15.1B
$292K 0.05%
6,811
-117
CMI icon
145
Cummins
CMI
$65.3B
$292K 0.05%
890
+94
MMM icon
146
3M
MMM
$87.6B
$289K 0.05%
1,900
+1
CRM icon
147
Salesforce
CRM
$228B
$287K 0.05%
+1,052
KBWP icon
148
Invesco KBW Property & Casualty Insurance ETF
KBWP
$475M
$286K 0.05%
2,325
+2
ANET icon
149
Arista Networks
ANET
$170B
$284K 0.05%
2,776
-189
INTC icon
150
Intel
INTC
$182B
$283K 0.05%
12,626
+21
4 5
6
7 8