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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Sells

1 +$4.6M
2 +$1.79M
3 +$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
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
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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%
210
-1
213
$62K 0.03%
2,300
214
$61K 0.03%
325
+1
215
$59K 0.02%
3,977
216
$59K 0.02%
919
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217
$59K 0.02%
912
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218
$59K 0.02%
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219
$58K 0.02%
750
220
$58K 0.02%
571
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221
$57K 0.02%
950
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222
$57K 0.02%
1,453
-216
223
$56K 0.02%
1,084
224
$56K 0.02%
720
225
$55K 0.02%
2,463
+9