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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$86K 0.05%
1,045
+1
152
$86K 0.05%
2,691
153
$84K 0.05%
758
-3,916
154
$84K 0.05%
1,894
+7
155
$83K 0.04%
692
156
$83K 0.04%
1,279
+490
157
$82K 0.04%
1,230
+7
158
$81K 0.04%
1,200
159
$80K 0.04%
822
+3
160
$79K 0.04%
1,493
161
$77K 0.04%
5,814
+54
162
$77K 0.04%
2,109
-394
163
$76K 0.04%
1,818
-401
164
$76K 0.04%
775
+1
165
$76K 0.04%
500
+36
166
$75K 0.04%
1,135
+7
167
$75K 0.04%
1,400
168
$74K 0.04%
494
+3
169
$74K 0.04%
1,200
170
$74K 0.04%
+2,900
171
$74K 0.04%
7,462
+25
172
$74K 0.04%
693
+5
173
$74K 0.04%
1,146
+461
174
$72K 0.04%
497
-158
175
$72K 0.04%
1,431
+6
5 6
7
8 9