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
$103M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$21.6M
3
+$1.22M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$278K
5
T icon
AT&T
T
+$91.6K

Top Sells

1
+$9.43M
2
+$176K
3
+$174K
4
SLV icon
iShares Silver Trust
SLV
+$171K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$170K

Sector Composition

1 Financials 7.65%
2 Energy 6.04%
3 Industrials 4.97%
4 Healthcare 4.67%
5 Utilities 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 21.3%
259,912
+259,647
2
$21.7M 21%
411,294
+410,714
3
$3.4M 3.29%
39,455
+653
4
$2.69M 2.6%
25,358
-89,057
5
$2.27M 2.2%
54,968
-142
6
$1.96M 1.9%
93,941
-8,191
7
$1.58M 1.53%
13,813
-7
8
$1.4M 1.36%
127,224
-5
9
$1.34M 1.3%
47,462
-6,230
10
$1.34M 1.3%
41,855
+37,990
11
$1.16M 1.12%
24,756
+555
12
$1.12M 1.08%
6,318
+419
13
$1.06M 1.03%
9,498
+7
14
$1.05M 1.02%
41,315
+3,588
15
$1.01M 0.98%
22,141
+104
16
$841K 0.82%
25,325
17
$823K 0.8%
65,221
+1,168
18
$744K 0.72%
8,588
-112
19
$732K 0.71%
18,247
+8
20
$677K 0.66%
5,284
-998
21
$675K 0.65%
24,768
-820
22
$631K 0.61%
15,481
-226
23
$607K 0.59%
43,980
-588
24
$578K 0.56%
7,477
+30
25
$564K 0.55%
8,749
1
2 3 4 5