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
$177M
AUM Growth
+$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.85M
3
+$655K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$485K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$365K

Top Sells

1
+$2.59M
2
+$2.03M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.04M

Sector Composition

1 Financials 6.46%
2 Healthcare 4.5%
3 Energy 4.17%
4 Industrials 4.15%
5 Technology 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 8.01%
62,953
-4,604
2
$13.9M 7.89%
421,670
-61,485
3
$13.9M 7.89%
202,714
-37,740
4
$13.2M 7.47%
281,579
-7,510
5
$12M 6.8%
114,616
-3,870
6
$8.46M 4.79%
72,189
-1,656
7
$6.19M 3.5%
57,251
-2,609
8
$6.09M 3.45%
170,277
+167,114
9
$5.98M 3.38%
163,725
+160,004
10
$4.14M 2.34%
38,315
-419
11
$4.04M 2.29%
144,458
-4,968
12
$3.28M 1.86%
36,334
-1,047
13
$2.89M 1.63%
24,367
-1,022
14
$2.29M 1.3%
42,987
-215
15
$2.18M 1.23%
70,777
-3,585
16
$2.1M 1.19%
38,115
-19,937
17
$1.98M 1.12%
35,253
+446
18
$1.81M 1.02%
15,348
+148
19
$1.78M 1.01%
20,688
-1,065
20
$1.68M 0.95%
49,298
-5,757
21
$1.49M 0.84%
9,498
+3
22
$1.39M 0.79%
9,184
-1,925
23
$1.32M 0.75%
14,273
-827
24
$1.29M 0.73%
44,728
+3,108
25
$1.28M 0.73%
39,929
-2,091
1
2 3 4 5