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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.3K 0.01%
5,967
152
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-2,747
153
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-34,691
154
– –
-3,710
155
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-10,105
156
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-5,147
157
– –
-3,176
158
– –
-2,595
159
– –
-8,005
160
– –
-734
161
– –
-11,677
162
– –
-1,572
163
– –
-4,661
3 4 5 6
7