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
$301M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$547K
3
+$458K
4
GDMA icon
Gadsden Dynamic Multi-Asset ETF
GDMA
+$407K
5
DOW icon
Dow Inc
DOW
+$380K

Top Sells

1
+$673K
2
+$427K
3
+$394K
4
XOM icon
Exxon Mobil
XOM
+$289K
5
VPU icon
Vanguard Utilities ETF
VPU
+$232K

Sector Composition

1 Financials 5.13%
2 Technology 4.11%
3 Healthcare 3.93%
4 Consumer Staples 2.57%
5 Communication Services 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 6.25%
57,649
-307
2
$18.7M 6.22%
454,095
+2,450
3
$18.1M 6.02%
398,273
+7,291
4
$18.1M 6.01%
215,531
+2,108
5
$17.3M 5.74%
156,502
+1,115
6
$16.8M 5.58%
183,668
+365
7
$11.2M 3.71%
81,450
+889
8
$10.3M 3.43%
112,568
+21,555
9
$10.2M 3.38%
79,370
+1,154
10
$10.1M 3.37%
228,336
+2,061
11
$7.95M 2.64%
36,764
-357
12
$7.86M 2.61%
132,181
+4,650
13
$7.16M 2.38%
62,766
+2,910
14
$7.02M 2.33%
63,407
+973
15
$4.85M 1.61%
43,079
+754
16
$4.58M 1.52%
32,470
-1,014
17
$3.74M 1.24%
61,255
+2,073
18
$3.48M 1.16%
93,862
+1,442
19
$3.39M 1.13%
38,649
-4,490
20
$2.97M 0.99%
229,662
-7,650
21
$2.9M 0.96%
103,719
-4,110
22
$2.88M 0.96%
38,384
-640
23
$2.77M 0.92%
39,066
-4,073
24
$2.75M 0.91%
56,911
-144
25
$2.65M 0.88%
21,866
+424
1
2 3 4 5