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
$422M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$744K
3
+$320K
4
GLW icon
Corning
GLW
+$235K
5
AON icon
Aon
AON
+$233K

Top Sells

1
+$2.01M
2
+$1.26M
3
+$775K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$421K
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$319K

Sector Composition

1 Financials 5.99%
2 Technology 4.33%
3 Healthcare 2.88%
4 Industrials 1.8%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.1M 12.11%
114,695
-2,818
2
$30.5M 7.22%
385,730
+517
3
$27.1M 6.42%
518,500
+635
4
$26.1M 6.19%
262,210
+1,523
5
$23.3M 5.51%
961,668
+5,892
6
$21.9M 5.19%
538,921
-1,324
7
$16.8M 3.97%
362,970
+3,411
8
$15.3M 3.63%
156,441
-1,589
9
$14.9M 3.53%
40,396
-602
10
$14.8M 3.52%
97,658
-5,097
11
$13.3M 3.15%
136,019
-939
12
$13.1M 3.11%
157,052
+543
13
$12.2M 2.9%
255,608
-2,261
14
$9.45M 2.24%
201,520
-808
15
$7.86M 1.86%
23,056
+138
16
$6.45M 1.53%
33,239
+683
17
$4.31M 1.02%
29,658
-8
18
$4.25M 1.01%
12,490
-157
19
$3.99M 0.95%
40,815
-716
20
$3.87M 0.92%
50,886
+904
21
$3.01M 0.71%
41,263
+59
22
$2.88M 0.68%
61,958
+713
23
$2.86M 0.68%
18,190
+357
24
$2.79M 0.66%
24,221
-14
25
$2.68M 0.63%
7,787
-161
1
2 3 4 5