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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
392
227
$41K 0.02%
292
+1
228
$40K 0.02%
500
229
$40K 0.02%
2,051
230
$40K 0.02%
675
231
$39K 0.02%
200
232
$39K 0.02%
519
233
$39K 0.02%
459
+1
234
$39K 0.02%
5,099
-4
235
$39K 0.02%
1,108
-114
236
$38K 0.02%
1,777
237
$38K 0.02%
487
238
$38K 0.02%
770
+293
239
$38K 0.02%
700
240
$37K 0.02%
90
241
$37K 0.02%
1,455
242
$37K 0.02%
558
243
$36K 0.02%
580
244
$36K 0.02%
3,208
245
$36K 0.02%
242
+100
246
$36K 0.02%
1,680
247
$36K 0.02%
1,615
248
$35K 0.02%
1,340
249
$35K 0.02%
833
250
$35K 0.02%
4,948
+75
8 9
10
11 12