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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$466K
3
+$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Top Sells

1
+$1.89M
2
+$1.84M
3
+$1.83M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 8.02%
492,455
-11,115
2
$14.6M 7.99%
290,845
-1,623
3
$14.4M 7.87%
248,274
-6,382
4
$14.4M 7.84%
68,293
+388
5
$13.3M 7.23%
117,402
-9,858
6
$9.07M 4.95%
190,262
+3,392
7
$8.97M 4.89%
73,111
+103
8
$6.61M 3.6%
58,015
+3,655
9
$4.41M 2.4%
147,442
+5,920
10
$4.33M 2.36%
38,482
+241
11
$3.55M 1.94%
37,921
+4,741
12
$2.75M 1.5%
58,066
+337
13
$2.58M 1.41%
77,330
+14,924
14
$2.44M 1.33%
43,647
+8,089
15
$2.14M 1.17%
38,952
+8,486
16
$2.1M 1.15%
55,721
-4,271
17
$1.73M 0.94%
11,452
+62
18
$1.6M 0.87%
15,244
+3,972
19
$1.48M 0.81%
45,339
-12,753
20
$1.28M 0.7%
15,185
+4,974
21
$1.24M 0.68%
10,254
-234
22
$1.24M 0.68%
8,565
+2,531
23
$1.21M 0.66%
25,312
+834
24
$1.18M 0.64%
41,226
+15,915
25
$1.16M 0.63%
15,299
+5,244
1
2 3 4 5