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
$258M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.51M
3
+$1.07M
4
T icon
AT&T
T
+$1.07M
5
PPL icon
PPL Corp
PPL
+$987K

Top Sells

1
+$2.43M
2
+$2.2M
3
+$1.12M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.01M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.01M

Sector Composition

1 Healthcare 4.78%
2 Financials 4.27%
3 Technology 3.96%
4 Energy 3.32%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 6.76%
199,930
-1,867
2
$17.3M 6.71%
429,585
+3,420
3
$17M 6.6%
58,143
+2
4
$14.5M 5.64%
354,449
+16,352
5
$12.6M 4.88%
124,466
+2,047
6
$11M 4.26%
99,359
+27,251
7
$8.82M 3.42%
76,728
+2,234
8
$8.75M 3.39%
202,127
+5,385
9
$7.63M 2.96%
94,512
+2,621
10
$6.96M 2.7%
137,750
+1,504
11
$6.92M 2.69%
123,277
+3,001
12
$5.82M 2.26%
31,331
-819
13
$4.53M 1.76%
42,909
+1,150
14
$3.64M 1.41%
87,088
+7,006
15
$3.58M 1.39%
42,091
+3,471
16
$3.48M 1.35%
71,928
-14,721
17
$3.22M 1.25%
274,800
-86,118
18
$3.21M 1.24%
118,804
-26,220
19
$3.12M 1.21%
58,407
+6,506
20
$3.04M 1.18%
33,186
-6,610
21
$3.02M 1.17%
44,684
+3,534
22
$2.58M 1%
52,980
+5,153
23
$2.52M 0.98%
100,372
+100,122
24
$2.5M 0.97%
85,591
+33,732
25
$2.5M 0.97%
20,459
+3,065
1
2 3 4 5