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
$103M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$21.6M
3 +$1.22M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$278K
5
T icon
AT&T
T
+$91.6K

Top Sells

1 +$9.43M
2 +$176K
3 +$174K
4
SLV icon
iShares Silver Trust
SLV
+$171K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$170K

Sector Composition

1 Financials 7.65%
2 Energy 6.04%
3 Industrials 4.97%
4 Healthcare 4.67%
5 Utilities 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$35K 0.03%
900
202
$34K 0.03%
704
+294
203
$34K 0.03%
324
+163
204
$34K 0.03%
582
+1
205
$34K 0.03%
1,777
206
$34K 0.03%
749
207
$34K 0.03%
4,878
208
$33K 0.03%
288
+1
209
$33K 0.03%
604
210
$33K 0.03%
1,388
211
$32K 0.03%
2,450
212
$32K 0.03%
680
213
$32K 0.03%
+3,244
214
$32K 0.03%
395
215
$32K 0.03%
1,160
216
$32K 0.03%
288
+1
217
$31K 0.03%
556
+5
218
$31K 0.03%
946
+36
219
$29K 0.03%
2,993
+16
220
$29K 0.03%
230
221
$29K 0.03%
544
222
$29K 0.03%
200
223
$28K 0.03%
438
-12
224
$28K 0.03%
+1,544
225
$28K 0.03%
447
+15