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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$59K 0.03%
931
+9
202
$59K 0.03%
3,100
+12
203
$58K 0.03%
930
+65
204
$58K 0.03%
495
205
$58K 0.03%
600
206
$57K 0.03%
675
207
$55K 0.03%
720
208
$54K 0.03%
625
+2
209
$54K 0.03%
1,107
+2
210
$54K 0.03%
2,593
211
$53K 0.03%
869
-3,779
212
$52K 0.03%
510
+316
213
$52K 0.03%
1,680
214
$52K 0.03%
1,815
+16
215
$52K 0.03%
2,568
216
$51K 0.03%
309
+1
217
$51K 0.03%
2,708
218
$51K 0.03%
761
219
$51K 0.03%
652
+238
220
$50K 0.03%
1,084
221
$50K 0.03%
499
+335
222
$50K 0.03%
1,240
223
$49K 0.03%
454
224
$48K 0.03%
750
-250
225
$48K 0.03%
529
7 8
9
10 11