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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.03%
1,029
+292
227
$49K 0.03%
761
228
$49K 0.03%
877
+294
229
$49K 0.03%
1,054
+354
230
$48K 0.02%
529
231
$48K 0.02%
2,750
+18
232
$48K 0.02%
868
-1
233
$48K 0.02%
616
234
$47K 0.02%
700
235
$47K 0.02%
454
236
$46K 0.02%
1,400
+1,295
237
$45K 0.02%
670
238
$45K 0.02%
378
+276
239
$45K 0.02%
2,416
+2
240
$45K 0.02%
750
241
$45K 0.02%
1,177
-119
242
$44K 0.02%
90
243
$44K 0.02%
312
+1
244
$43K 0.02%
367
245
$43K 0.02%
603
-1
246
$43K 0.02%
489
247
$43K 0.02%
702
+8
248
$43K 0.02%
2,708
249
$43K 0.02%
23
250
$42K 0.02%
256
8 9
10
11 12