HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.04%
7,221
177
$85K 0.04%
976
178
$83K 0.03%
497
179
$82K 0.03%
2,340
+2,065
180
$81K 0.03%
858
+5
181
$80K 0.03%
600
182
$79K 0.03%
3,197
-3,656
183
$79K 0.03%
1,800
-334
184
$79K 0.03%
3,404
+12
185
$78K 0.03%
1,276
-239
186
$78K 0.03%
1,680
187
$78K 0.03%
1,594
+1,258
188
$77K 0.03%
1,452
189
$76K 0.03%
2,229
+2
190
$76K 0.03%
1,227
191
$76K 0.03%
1,050
192
$76K 0.03%
1,271
-11,190
193
$75K 0.03%
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194
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713
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195
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346
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196
$73K 0.03%
948
197
$72K 0.03%
623
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198
$71K 0.03%
1,648
+605
199
$70K 0.03%
2,878
-85
200
$70K 0.03%
1,450
+18
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8
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