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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$112K 0.05%
1,732
152
$112K 0.05%
2,365
+1
153
$111K 0.05%
7,487
154
$109K 0.05%
6,900
155
$109K 0.05%
3,947
+14
156
$108K 0.04%
1,426
+615
157
$108K 0.04%
623
+23
158
$105K 0.04%
1,599
-18
159
$103K 0.04%
5,892
+1,278
160
$100K 0.04%
9,067
-5,385
161
$100K 0.04%
1,940
162
$97K 0.04%
1,592
+29
163
$96K 0.04%
1,558
-2,716
164
$94K 0.04%
1,794
+394
165
$93K 0.04%
690
166
$92K 0.04%
675
167
$91K 0.04%
777
+1
168
$91K 0.04%
2,691
169
$89K 0.04%
692
170
$89K 0.04%
1,643
+1,162
171
$86K 0.04%
1,200
172
$86K 0.04%
534
+4
173
$86K 0.04%
1,624
+428
174
$86K 0.04%
1,844
+7
175
$85K 0.04%
7,221
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7
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