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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.03%
497
202
$62K 0.03%
459
+159
203
$61K 0.03%
1,880
+12
204
$60K 0.03%
1,485
+685
205
$59K 0.03%
750
206
$59K 0.03%
796
+546
207
$58K 0.03%
1,357
+3
208
$58K 0.03%
761
209
$57K 0.03%
720
210
$57K 0.03%
495
211
$55K 0.03%
1,680
212
$55K 0.03%
1,256
+416
213
$54K 0.03%
483
-196
214
$54K 0.03%
244
215
$54K 0.03%
1,027
216
$53K 0.03%
1,500
+40
217
$53K 0.03%
1,006
+4
218
$53K 0.03%
3,750
219
$52K 0.03%
623
+1
220
$52K 0.03%
5,979
+657
221
$52K 0.03%
553
222
$51K 0.03%
600
223
$51K 0.03%
612
+5
224
$51K 0.03%
773
225
$50K 0.03%
3,039
7 8
9
10 11