HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.22M
3
+$1.09M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$596K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$512K

Top Sells

1
+$1.77M
2
+$1.74M
3
+$498K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$428K
5
TEAM icon
Atlassian
TEAM
+$365K

Sector Composition

1 Financials 6.05%
2 Technology 5.21%
3 Healthcare 2.07%
4 Industrials 1.89%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
151
Abbott
ABT
$202B
$310K 0.05%
2,470
+3
MMM icon
152
3M
MMM
$87.1B
$305K 0.04%
1,903
+1
RCL icon
153
Royal Caribbean
RCL
$84.1B
$299K 0.04%
1,073
+1
VYM icon
154
Vanguard High Dividend Yield ETF
VYM
$74.6B
$298K 0.04%
2,077
-43
KBWP icon
155
Invesco KBW Property & Casualty Insurance ETF
KBWP
$279M
$297K 0.04%
2,331
+4
PLTR icon
156
Palantir
PLTR
$328B
$295K 0.04%
1,662
+63
EMXC icon
157
iShares MSCI Emerging Markets ex China ETF
EMXC
$18B
$294K 0.04%
4,044
+40
JEPI icon
158
JPMorgan Equity Premium Income ETF
JEPI
$44.9B
$292K 0.04%
5,100
+210
TMO icon
159
Thermo Fisher Scientific
TMO
$196B
$285K 0.04%
491
BMY icon
160
Bristol-Myers Squibb
BMY
$127B
$282K 0.04%
5,235
-187
ANET icon
161
Arista Networks
ANET
$168B
$277K 0.04%
2,113
-338
GNR icon
162
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.91B
$276K 0.04%
4,447
+44
XLB icon
163
State Street Materials Select Sector SPDR ETF
XLB
$7.43B
$261K 0.04%
5,764
+14
SDOG icon
164
ALPS Sector Dividend Dogs ETF
SDOG
$1.39B
$259K 0.04%
4,285
IHE icon
165
iShares US Pharmaceuticals ETF
IHE
$1.05B
$257K 0.04%
3,034
+114
CRWD icon
166
CrowdStrike
CRWD
$93.8B
$257K 0.04%
549
TLT icon
167
iShares 20+ Year Treasury Bond ETF
TLT
$45.5B
$249K 0.04%
2,855
+35
ALL icon
168
Allstate
ALL
$55.8B
$244K 0.04%
1,170
+2
IHI icon
169
iShares US Medical Devices ETF
IHI
$3.66B
$242K 0.04%
3,891
-11
WPM icon
170
Wheaton Precious Metals
WPM
$74.3B
$235K 0.03%
2,000
TT icon
171
Trane Technologies
TT
$102B
$234K 0.03%
601
+1
QMOM icon
172
Alpha Architect US Quantitative Momentum ETF
QMOM
$388M
$233K 0.03%
3,563
+14
DNP icon
173
DNP Select Income Fund
DNP
$3.97B
$232K 0.03%
23,240
OKE icon
174
Oneok
OKE
$52.1B
$229K 0.03%
+3,122
MPC icon
175
Marathon Petroleum
MPC
$58.5B
$229K 0.03%
1,406
-30
5 6
7
8 9