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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K 0.03%
1,000
202
$56K 0.03%
1,500
203
$56K 0.03%
1,176
+246
204
$55K 0.03%
750
205
$55K 0.03%
600
206
$53K 0.03%
720
207
$53K 0.03%
454
208
$52K 0.03%
623
+6
209
$52K 0.03%
1,680
210
$52K 0.03%
761
211
$52K 0.03%
1,799
+915
212
$51K 0.03%
65
-26
213
$51K 0.03%
4,302
-1,692
214
$51K 0.03%
1,497
-2,150
215
$50K 0.03%
1,105
+1
216
$50K 0.03%
2,593
+1,000
217
$50K 0.03%
2,568
218
$49K 0.03%
308
+1
219
$49K 0.03%
789
+582
220
$49K 0.03%
495
221
$48K 0.03%
1,084
-1,000
222
$47K 0.03%
865
+10
223
$47K 0.03%
675
224
$47K 0.03%
1,240
+1,000
225
$46K 0.03%
529
7 8
9
10 11