HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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 Buys

1
+$3.04M
2
+$2.96M
3
+$2.72M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.26M

Top Sells

1
+$4.6M
2
+$1.81M
3
+$1.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.26M

Sector Composition

1 Financials 5.1%
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
201
$69K 0.03%
1,661
202
$68K 0.03%
2,697
203
$67K 0.03%
1,004
+2
204
$67K 0.03%
15,905
205
$66K 0.03%
826
+363
206
$65K 0.03%
9,427
207
$64K 0.03%
2,934
+17
208
$63K 0.03%
5,045
+23
209
$63K 0.03%
240
-6
210
$62K 0.03%
30
+7
211
$62K 0.03%
3,556
+12
212
$62K 0.03%
2,100
-10
213
$62K 0.03%
2,300
214
$61K 0.03%
325
+1
215
$59K 0.02%
3,977
216
$59K 0.02%
919
-41
217
$59K 0.02%
912
-184
218
$59K 0.02%
454
219
$58K 0.02%
571
+63
220
$58K 0.02%
750
221
$57K 0.02%
1,453
-216
222
$57K 0.02%
950
+200
223
$56K 0.02%
720
224
$56K 0.02%
1,084
225
$55K 0.02%
2,463
+9
7 8
9
10 11