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
$579M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$1.43M
3
+$443K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$424K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$396K

Top Sells

1
+$2.15M
2
+$1.5M
3
+$502K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$317K
5
EVRG icon
Evergy
EVRG
+$277K

Sector Composition

1 Financials 5.7%
2 Technology 4.01%
3 Healthcare 2.33%
4 Industrials 1.85%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.2M 12.48%
125,232
+429
2
$38.4M 6.64%
458,873
+17,017
3
$33.9M 5.85%
543,435
+6,046
4
$32.6M 5.64%
279,019
+3,622
5
$30.5M 5.27%
1,082,070
+4,896
6
$26.7M 4.62%
558,994
+9,254
7
$22.9M 3.96%
451,867
+182,074
8
$20.8M 3.59%
42,543
+148
9
$20.8M 3.59%
204,971
-3,134
10
$19.9M 3.44%
377,214
+3,328
11
$18.9M 3.27%
94,254
+1,974
12
$17.8M 3.07%
134,920
-498
13
$17.5M 3.02%
301,957
+5,656
14
$12.8M 2.21%
286,524
-2,447
15
$11.3M 1.95%
24,584
-297
16
$10.4M 1.79%
105,548
+1,824
17
$9.22M 1.59%
84,866
-2
18
$8.24M 1.42%
35,382
+1,025
19
$7.04M 1.22%
13,347
+191
20
$5.7M 0.98%
45,342
-472
21
$5.47M 0.94%
12,704
+149
22
$5.3M 0.92%
53,474
+303
23
$5.03M 0.87%
115,781
+4,620
24
$4.76M 0.82%
22,597
-116
25
$3.72M 0.64%
9,521
-426
1
2 3 4 5