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
$68M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$3.51M
3
+$2.27M
4
SLV icon
iShares Silver Trust
SLV
+$1.94M
5
GE icon
GE Aerospace
GE
+$1.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.06%
2 Energy 9.54%
3 Utilities 7.16%
4 Industrials 7.01%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 17.76%
+114,415
2
$3.51M 5.16%
+38,802
3
$2.27M 3.35%
+55,110
4
$1.94M 2.85%
+102,132
5
$1.54M 2.26%
+13,820
6
$1.51M 2.23%
+53,692
7
$1.3M 1.92%
+127,229
8
$1.22M 1.79%
+24,201
9
$1.08M 1.59%
+5,899
10
$1.06M 1.56%
+9,491
11
$1.01M 1.48%
+37,727
12
$977K 1.44%
+22,037
13
$867K 1.28%
+64,053
14
$748K 1.1%
+6,282
15
$747K 1.1%
+8,700
16
$708K 1.04%
+18,239
17
$707K 1.04%
+25,325
18
$680K 1%
+25,588
19
$640K 0.94%
+18,366
20
$625K 0.92%
+9,791
21
$605K 0.89%
+15,707
22
$589K 0.87%
+14,685
23
$573K 0.84%
+44,568
24
$553K 0.81%
+8,749
25
$546K 0.8%
+8,094
1
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