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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$49K 0.03%
1,104
+1
227
$49K 0.03%
617
+5
228
$49K 0.03%
8,509
-439
229
$48K 0.03%
2,568
230
$48K 0.03%
441
231
$47K 0.03%
1,909
232
$47K 0.03%
410
233
$47K 0.03%
1,202
234
$46K 0.03%
1,000
235
$46K 0.03%
307
+1
236
$45K 0.03%
529
-40
237
$45K 0.03%
512
-41
238
$44K 0.02%
1,738
239
$44K 0.02%
700
240
$43K 0.02%
1,295
241
$43K 0.02%
1,593
+343
242
$43K 0.02%
500
243
$42K 0.02%
616
244
$42K 0.02%
1,000
-357
245
$42K 0.02%
675
+5
246
$41K 0.02%
683
-678
247
$41K 0.02%
192
-44
248
$41K 0.02%
2,051
249
$41K 0.02%
2,690
+27
250
$40K 0.02%
1,878
+19