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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$72K 0.04%
990
-495
177
$71K 0.04%
8,509
178
$71K 0.04%
+1,425
179
$71K 0.04%
1,027
180
$70K 0.04%
1,117
-430
181
$69K 0.04%
1,200
-999
182
$69K 0.04%
2,796
183
$68K 0.04%
798
+2
184
$68K 0.04%
1,800
185
$67K 0.04%
491
+4
186
$66K 0.04%
2,466
+16
187
$65K 0.04%
922
188
$65K 0.04%
464
+2
189
$65K 0.04%
971
190
$64K 0.04%
1,404
191
$64K 0.04%
897
-10
192
$63K 0.04%
774
+1
193
$62K 0.04%
958
194
$61K 0.03%
4,551
+12
195
$61K 0.03%
3,088
+16
196
$60K 0.03%
1,899
197
$60K 0.03%
855
+10
198
$58K 0.03%
4,047
+62
199
$57K 0.03%
1,908
+16
200
$57K 0.03%
245
6 7
8
9 10