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
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$1.74M
3
+$1.72M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.67M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.25M

Top Sells

1
+$1.44M
2
+$438K
3
+$417K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$304K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$248K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 8.39%
69,269
+2,177
2
$22.9M 7.74%
522,670
+11,560
3
$22.4M 7.57%
256,972
+8,319
4
$19.4M 6.55%
531,398
-12,002
5
$13.1M 4.43%
49,088
+481
6
$11.2M 3.78%
139,612
+3,931
7
$9.77M 3.3%
268,694
-6,820
8
$8.73M 2.95%
212,831
+6,077
9
$8.12M 2.74%
267,407
-10,009
10
$7.49M 2.53%
94,944
+1,492
11
$7.04M 2.38%
92,965
+92,528
12
$6.25M 2.11%
64,839
+118
13
$4.84M 1.63%
35,028
+2,196
14
$3.71M 1.25%
36,201
-2,118
15
$3.39M 1.14%
104,499
-100
16
$3.18M 1.07%
39,955
+1,754
17
$3.17M 1.07%
13,620
+27
18
$2.93M 0.99%
34,007
+707
19
$2.87M 0.97%
19,970
+619
20
$2.85M 0.96%
41,799
+88
21
$2.77M 0.93%
9,635
+112
22
$2.75M 0.93%
26,293
-698
23
$2.37M 0.8%
106,806
+56,454
24
$2.26M 0.76%
12,804
-407
25
$2.22M 0.75%
50,674
-184
1
2 3 4 5