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
$419M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$8.16M
3
+$2.62M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M
5
PG icon
Procter & Gamble
PG
+$794K

Top Sells

1
+$9.45M
2
+$842K
3
+$463K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$320K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$294K

Sector Composition

1 Financials 5.78%
2 Technology 4.29%
3 Healthcare 2.74%
4 Industrials 1.74%
5 Energy 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.05%
3,082
+13
152
$15.9K ﹤0.01%
5,300
153
– –
-201,520
154
– –
-3,238
155
– –
-2,378
156
– –
-761
157
– –
-6,675
158
– –
-1,316
3 4 5 6
7