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
$241M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.92M
3
+$2.66M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$2.38M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$2.22M

Top Sells

1
+$4.6M
2
+$1.79M
3
+$1.48M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Financials 5.08%
2 Healthcare 3.62%
3 Industrials 3.58%
4 Technology 3.48%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 6.65%
427,010
-29,375
2
$15.9M 6.6%
206,504
-23,234
3
$15.4M 6.4%
328,014
-31,571
4
$15.4M 6.4%
58,060
-4,740
5
$12.6M 5.22%
121,813
-12,272
6
$8.48M 3.52%
191,708
-24,194
7
$8.48M 3.52%
72,233
-8,880
8
$7.24M 3.01%
118,870
-17,338
9
$7.12M 2.95%
140,043
-20,494
10
$6.84M 2.84%
90,685
-6,107
11
$4.48M 1.86%
28,002
+7,903
12
$4.37M 1.81%
40,724
-1,600
13
$3.82M 1.59%
56,899
+45,574
14
$3.5M 1.45%
60,011
+50,082
15
$3.17M 1.32%
110,545
+92,863
16
$2.9M 1.2%
38,850
-1,615
17
$2.72M 1.13%
212,360
+185,310
18
$2.69M 1.12%
80,033
-6,436
19
$2.65M 1.1%
249,180
+206,118
20
$2.5M 1.04%
52,393
-3,962
21
$2.44M 1.01%
50,378
+42,243
22
$2.25M 0.93%
46,928
+41,318
23
$2.22M 0.92%
91,325
+91,000
24
$2.11M 0.87%
53,735
+52,882
25
$2.11M 0.87%
40,530
+140
1
2 3 4 5