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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Sells

1 +$4.6M
2 +$1.79M
3 +$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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%
976
177
$85K 0.04%
6,787
+94
178
$83K 0.03%
497
179
$82K 0.03%
2,340
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180
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858
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181
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600
182
$79K 0.03%
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183
$79K 0.03%
1,800
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184
$79K 0.03%
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185
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1,680
186
$78K 0.03%
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187
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1,594
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188
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623
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198
$71K 0.03%
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200
$70K 0.03%
1,450
+18