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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98K 0.05%
2,180
+7
152
$95K 0.05%
2,691
153
$94K 0.05%
5,257
154
$93K 0.05%
2,470
+2
155
$92K 0.05%
2,604
+19
156
$91K 0.05%
2,094
+3
157
$91K 0.05%
1,543
+6
158
$90K 0.05%
3,200
+1,400
159
$90K 0.05%
418
160
$89K 0.05%
692
161
$89K 0.05%
3,858
162
$87K 0.05%
2,084
163
$87K 0.05%
1,185
+6
164
$86K 0.05%
1,492
+642
165
$86K 0.05%
1,895
+3
166
$85K 0.05%
1,336
+2
167
$84K 0.05%
568
168
$83K 0.05%
1,050
-1,025
169
$83K 0.05%
5,408
+77
170
$82K 0.04%
1,396
171
$81K 0.04%
2,340
172
$81K 0.04%
729
+117
173
$80K 0.04%
1,508
174
$79K 0.04%
1,171
+7
175
$79K 0.04%
2,365
+1,065
5 6
7
8 9