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
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.68M
3
+$2.25M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.16M

Top Sells

1
+$2.63M
2
+$1.4M
3
+$1.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$868K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$728K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
151
Vanguard High Dividend Yield ETF
VYM
$68.3B
$282K 0.05%
2,116
+5
JEPI icon
152
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$278K 0.04%
4,891
+276
XLB icon
153
State Street Materials Select Sector SPDR ETF
XLB
$5.28B
$277K 0.04%
3,150
+6
CL icon
154
Colgate-Palmolive
CL
$63.7B
$277K 0.04%
3,043
+3
SGOL icon
155
abrdn Physical Gold Shares ETF
SGOL
$7.53B
$271K 0.04%
8,588
BA icon
156
Boeing
BA
$170B
$264K 0.04%
1,260
TT icon
157
Trane Technologies
TT
$86.4B
$262K 0.04%
600
PLTR icon
158
Palantir
PLTR
$462B
$259K 0.04%
+1,899
DOW icon
159
Dow Inc
DOW
$16.6B
$257K 0.04%
9,721
-1,924
EMXC icon
160
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$253K 0.04%
4,004
-14
AZN icon
161
AstraZeneca
AZN
$284B
$252K 0.04%
3,603
PBR icon
162
Petrobras
PBR
$75.5B
$251K 0.04%
20,046
+5,156
BMY icon
163
Bristol-Myers Squibb
BMY
$111B
$251K 0.04%
5,414
+7
SDOG icon
164
ALPS Sector Dividend Dogs ETF
SDOG
$1.26B
$246K 0.04%
4,285
IHI icon
165
iShares US Medical Devices ETF
IHI
$4.22B
$244K 0.04%
3,901
-22
GNR icon
166
SPDR S&P Global Natural Resources ETF
GNR
$3.73B
$239K 0.04%
4,403
+12
CRWD icon
167
CrowdStrike
CRWD
$122B
$238K 0.04%
+468
RSP icon
168
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
$237K 0.04%
1,305
+5
ALL icon
169
Allstate
ALL
$54.5B
$235K 0.04%
1,168
WMB icon
170
Williams Companies
WMB
$72B
$235K 0.04%
3,737
MPC icon
171
Marathon Petroleum
MPC
$49.5B
$234K 0.04%
1,410
-19
QMOM icon
172
Alpha Architect US Quantitative Momentum ETF
QMOM
$350M
$231K 0.04%
3,549
CI icon
173
Cigna
CI
$73.6B
$228K 0.04%
689
DNP icon
174
DNP Select Income Fund
DNP
$3.71B
$228K 0.04%
23,240
VO icon
175
Vanguard Mid-Cap ETF
VO
$90.5B
$217K 0.03%
+776
4 5 6
7
8