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
$407M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.8M
3
+$12.2M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$11.6M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.2M

Top Sells

1
+$2.15M
2
+$1.24M
3
+$1.19M
4
MRK icon
Merck
MRK
+$1.01M
5
KO icon
Coca-Cola
KO
+$789K

Sector Composition

1 Financials 5.9%
2 Technology 3.98%
3 Healthcare 2.64%
4 Industrials 1.82%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 11.86%
117,513
+48,129
2
$30.9M 7.59%
385,213
+293,593
3
$25.9M 6.36%
517,865
+600
4
$25.2M 6.19%
260,687
+6,957
5
$23.3M 5.72%
955,776
+475,968
6
$21.8M 5.36%
540,245
+37,132
7
$16.2M 3.99%
359,559
+92,742
8
$15.7M 3.87%
158,030
+96,180
9
$13.6M 3.33%
102,755
+77,621
10
$13.2M 3.23%
40,998
-3,856
11
$13M 3.19%
156,509
+17,584
12
$12.2M 2.98%
+136,958
13
$12.1M 2.97%
257,869
+20,037
14
$9.12M 2.24%
202,328
-5,451
15
$7.08M 1.74%
22,918
+15,899
16
$5.37M 1.32%
32,556
-1,188
17
$3.87M 0.95%
29,666
+4,805
18
$3.76M 0.92%
41,531
+2,376
19
$3.65M 0.9%
12,647
-253
20
$3.5M 0.86%
+49,982
21
$3.34M 0.82%
41,204
-805
22
$2.91M 0.71%
17,833
-2,256
23
$2.9M 0.71%
98,480
-7,011
24
$2.87M 0.7%
+61,245
25
$2.64M 0.65%
7,948
-772
1
2 3 4 5