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
$572M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M

Top Sells

1
+$2.08M
2
+$1.36M
3
+$1.05M
4
MMM icon
3M
MMM
+$1.02M
5
GS icon
Goldman Sachs
GS
+$710K

Sector Composition

1 Financials 6.19%
2 Technology 4.28%
3 Healthcare 2.26%
4 Industrials 1.55%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.04%
1,168
152
$236K 0.04%
3,923
-11
153
$236K 0.04%
912
+2
154
$234K 0.04%
4,391
155
$230K 0.04%
6,928
-839
156
$230K 0.04%
23,240
157
$230K 0.04%
+2,965
158
$227K 0.04%
+689
159
$225K 0.04%
1,300
+6
160
$223K 0.04%
3,737
161
$223K 0.04%
+1,417
162
$222K 0.04%
2,081
-205
163
$221K 0.04%
4,018
-7
164
$221K 0.04%
2,100
+45
165
$220K 0.04%
1,072
+1
166
$219K 0.04%
3,007
+118
167
$215K 0.04%
1,260
+8
168
$214K 0.04%
14,890
-2,897
169
$213K 0.04%
24,144
+160
170
$211K 0.04%
3,549
171
$209K 0.04%
683
172
$208K 0.04%
1,429
-207
173
$206K 0.04%
3,149
+17
174
$204K 0.04%
+3,403
175
$202K 0.04%
600
4 5 6
7
8