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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
1,656
227
$43K 0.02%
1,186
-968
228
$43K 0.02%
1,497
229
$42K 0.02%
2,412
230
$42K 0.02%
1,989
+7
231
$42K 0.02%
392
232
$42K 0.02%
565
233
$41K 0.02%
875
234
$41K 0.02%
431
+100
235
$41K 0.02%
420
236
$41K 0.02%
720
237
$41K 0.02%
732
-250
238
$40K 0.02%
303
+1
239
$39K 0.02%
250
240
$39K 0.02%
1,680
241
$39K 0.02%
2,150
+150
242
$38K 0.02%
224
243
$38K 0.02%
1,000
244
$38K 0.02%
242
245
$38K 0.02%
752
246
$37K 0.02%
1,777
247
$37K 0.02%
1,100
248
$37K 0.02%
487
249
$37K 0.02%
591
+5
250
$37K 0.02%
1,316
8 9
10
11 12