HI

Hudock Inc Portfolio holdings

AUM $622M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.68M
3
+$2.25M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.16M

Top Sells

1
+$2.63M
2
+$1.4M
3
+$1.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$868K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$728K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$660B
$77.4M 12.44%
124,660
+502
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$39.7M 6.38%
478,495
-138
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$32.2M 5.18%
519,773
-22,581
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$30.2M 4.86%
610,640
+43,589
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$30M 4.82%
274,540
-7,941
SCHD icon
6
Schwab US Dividend Equity ETF
SCHD
$70B
$26.9M 4.32%
1,014,366
-27,454
QQQ icon
7
Invesco QQQ Trust
QQQ
$384B
$25.9M 4.17%
46,968
+4,861
QQQM icon
8
Invesco NASDAQ 100 ETF
QQQM
$63.4B
$23.6M 3.79%
103,902
+7,873
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$178B
$22.6M 3.63%
396,163
-6,080
IUSG icon
10
iShares Core S&P US Growth ETF
IUSG
$25.5B
$21.5M 3.46%
143,128
+14,928
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$133B
$21.4M 3.44%
215,744
+3,482
JPST icon
12
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$19.3M 3.1%
380,847
-12,051
COWZ icon
13
Pacer US Cash Cows 100 ETF
COWZ
$19B
$15.3M 2.45%
276,958
-20,644
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.06T
$12.2M 1.96%
25,088
+1,037
XLRE icon
15
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
$12M 1.94%
290,865
-5,320
IOO icon
16
iShares Global 100 ETF
IOO
$7.35B
$11.1M 1.78%
102,854
+24,854
IEF icon
17
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$10.7M 1.72%
111,640
-1,105
MUB icon
18
iShares National Muni Bond ETF
MUB
$40.3B
$10.1M 1.63%
97,061
-234
VOO icon
19
Vanguard S&P 500 ETF
VOO
$757B
$7.93M 1.28%
13,965
+632
SMH icon
20
VanEck Semiconductor ETF
SMH
$34.9B
$7.1M 1.14%
25,474
+7,615
AAPL icon
21
Apple
AAPL
$3.74T
$7.08M 1.14%
34,527
-145
JPM icon
22
JPMorgan Chase
JPM
$810B
$6.32M 1.02%
21,808
+31
MSFT icon
23
Microsoft
MSFT
$3.82T
$6.31M 1.01%
12,688
+104
ITOT icon
24
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$6.1M 0.98%
45,206
+2,260
SHYG icon
25
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
$5.63M 0.9%
130,429
+4,524
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