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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$71K 0.04%
865
+10
177
$71K 0.04%
1,661
178
$70K 0.04%
2,187
+116
179
$69K 0.04%
8,509
180
$69K 0.04%
2,499
+33
181
$69K 0.04%
990
182
$68K 0.04%
1,063
+900
183
$67K 0.04%
1,465
-688
184
$67K 0.04%
973
+2
185
$64K 0.03%
2,300
-1,030
186
$63K 0.03%
266
+21
187
$63K 0.03%
958
188
$63K 0.03%
1,027
189
$63K 0.03%
+1,189
190
$63K 0.03%
746
-960
191
$63K 0.03%
750
192
$62K 0.03%
1,916
+17
193
$62K 0.03%
1,038
-606
194
$62K 0.03%
1,182
+6
195
$62K 0.03%
4,561
+10
196
$62K 0.03%
2,796
197
$62K 0.03%
3,300
198
$61K 0.03%
1,920
+12
199
$61K 0.03%
1,800
200
$60K 0.03%
1,355
-1,230
6 7
8
9 10