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
$187M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$1.38M
3
+$1.19M
4
KO icon
Coca-Cola
KO
+$1.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$563K

Top Sells

1
+$1.32M
2
+$1.27M
3
+$876K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$780K
5
WMT icon
Walmart
WMT
+$758K

Sector Composition

1 Financials 5.62%
2 Healthcare 4.8%
3 Industrials 4.29%
4 Energy 4.03%
5 Technology 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 7.32%
57,613
-5,340
2
$13.7M 7.32%
398,890
-22,780
3
$13.1M 7.04%
190,047
-12,667
4
$13M 6.97%
327,618
+157,341
5
$12.8M 6.86%
271,961
-9,618
6
$12.5M 6.68%
118,188
+3,572
7
$8.4M 4.5%
71,227
-962
8
$7.81M 4.18%
198,829
+35,104
9
$6.8M 3.64%
62,423
+5,172
10
$4.43M 2.37%
156,564
+12,106
11
$4.22M 2.26%
38,862
+547
12
$3.24M 1.74%
39,508
+3,174
13
$2.61M 1.4%
80,494
+9,717
14
$2.47M 1.32%
40,781
+5,528
15
$2.38M 1.27%
48,760
+5,773
16
$1.91M 1.02%
14,429
-9,938
17
$1.83M 0.98%
17,091
+1,743
18
$1.78M 0.95%
47,561
-1,737
19
$1.66M 0.89%
18,917
-1,771
20
$1.56M 0.84%
43,596
-1,132
21
$1.55M 0.83%
45,940
+8,567
22
$1.47M 0.79%
9,499
+1
23
$1.47M 0.79%
8,289
+6,749
24
$1.45M 0.78%
8,736
+1,279
25
$1.45M 0.78%
15,623
+1,350
1
2 3 4 5