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
$270M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$7.15M
3 +$1.46M
4
XOM icon
Exxon Mobil
XOM
+$726K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$279K

Sector Composition

1 Technology 5.79%
2 Financials 4.53%
3 Healthcare 3.78%
4 Industrials 3.03%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.8M 7.69%
61,851
+1,162
2
$19.7M 7.28%
455,055
+12,654
3
$17.9M 6.63%
987,902
+15,886
4
$12.9M 4.77%
46,404
+201
5
$10.9M 4.05%
81,253
+3,057
6
$10.9M 4.04%
267,278
+7,892
7
$10.7M 3.95%
288,280
+6,695
8
$10.3M 3.81%
63,149
+807
9
$9.86M 3.65%
140,336
+3,834
10
$9.79M 3.62%
123,982
+1,933
11
$7.79M 2.88%
63,951
+3,234
12
$7.54M 2.79%
65,078
+283
13
$5.27M 1.95%
44,604
+1,876
14
$4.6M 1.7%
39,741
-599
15
$3.46M 1.28%
58,136
-2,257
16
$3.04M 1.12%
31,539
+6,669
17
$2.95M 1.09%
103,158
+25,090
18
$2.75M 1.02%
207,630
+8,280
19
$2.55M 0.94%
12,127
+139
20
$2.41M 0.89%
90,032
-1,433
21
$2.33M 0.86%
30,904
+435
22
$2.1M 0.78%
53,454
-6,580
23
$2.1M 0.78%
77,366
-2,275
24
$2.1M 0.78%
14,094
+8,090
25
$2.06M 0.76%
59,094
-41,925