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
$355M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$789K
3
+$566K
4
MSFT icon
Microsoft
MSFT
+$548K
5
LMT icon
Lockheed Martin
LMT
+$494K

Top Sells

1
+$612K
2
+$427K
3
+$278K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$266K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$236K

Sector Composition

1 Technology 6.44%
2 Financials 6.13%
3 Healthcare 4.23%
4 Industrials 2.86%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 8.53%
63,535
+699
2
$23.2M 6.53%
468,928
+11,453
3
$19.1M 5.38%
48,001
+252
4
$17.2M 4.84%
148,107
+4,150
5
$16.1M 4.54%
284,905
+13,930
6
$15.8M 4.45%
137,937
+8,980
7
$13.8M 3.9%
104,426
+2,271
8
$13.6M 3.84%
266,929
+7,226
9
$10.8M 3.04%
92,993
+1,216
10
$10.3M 2.9%
586,400
-24,296
11
$9.86M 2.78%
85,764
+1,228
12
$6.74M 1.9%
59,104
+1,644
13
$6.2M 1.74%
68,396
+1,658
14
$5.91M 1.66%
33,285
+57
15
$5.59M 1.57%
143,248
+4,817
16
$4.64M 1.31%
13,785
+1,629
17
$4.4M 1.24%
27,810
-306
18
$3.57M 1.01%
33,397
+1,777
19
$3.46M 0.97%
183,510
-36
20
$3.25M 0.92%
62,611
+4,200
21
$3.14M 0.88%
49,577
-1,404
22
$3.1M 0.87%
52,464
+442
23
$3.09M 0.87%
97,109
-8,748
24
$2.99M 0.84%
8,240
+679
25
$2.81M 0.79%
21,726
+224
1
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