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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.04%
690
+1
152
$236K 0.04%
1,448
+101
153
$233K 0.04%
23,240
154
$233K 0.04%
+600
155
$231K 0.04%
1,290
+5
156
$227K 0.04%
3,532
157
$222K 0.04%
+1,168
158
$221K 0.04%
+683
159
$217K 0.04%
+2,412
160
$216K 0.04%
2,039
-993
161
$216K 0.04%
+8,588
162
$212K 0.04%
2,590
+160
163
$207K 0.04%
+5,900
164
$201K 0.03%
3,041
+14
165
$200K 0.03%
5,461
-992
166
$179K 0.03%
14,014
+400
167
$163K 0.03%
11,336
+180
168
– –
-1,477
169
– –
-18,346
170
– –
-12,450
171
– –
-5,227
172
– –
-3,420
173
– –
-4,387
3 4 5 6
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