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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Sells

1 +$2.59M
2 +$2.03M
3 +$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$87K 0.05%
655
152
$87K 0.05%
1,666
+158
153
$86K 0.05%
466
154
$86K 0.05%
692
155
$86K 0.05%
1,044
-206
156
$85K 0.05%
2,132
-22
157
$84K 0.05%
1,122
-58
158
$84K 0.05%
3,300
-558
159
$83K 0.05%
2,365
160
$82K 0.05%
1,887
+6
161
$80K 0.05%
600
162
$80K 0.05%
570
+1
163
$80K 0.05%
2,691
164
$79K 0.04%
1,223
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165
$79K 0.04%
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166
$78K 0.04%
688
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167
$78K 0.04%
1,400
168
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170
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171
$76K 0.04%
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172
$76K 0.04%
5,760
+101
173
$75K 0.04%
2,071
+7
174
$73K 0.04%
1,661
+3
175
$72K 0.04%
7,437
-3,017