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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
323
+1
227
$53K 0.02%
1,084
228
$53K 0.02%
3,265
-2,906
229
$53K 0.02%
2,778
230
$52K 0.02%
678
231
$52K 0.02%
+556
232
$52K 0.02%
3,300
233
$52K 0.02%
2,859
+8
234
$51K 0.02%
3,534
-1,010
235
$51K 0.02%
460
+2
236
$51K 0.02%
1,800
237
$50K 0.02%
2,891
+164
238
$49K 0.02%
670
239
$49K 0.02%
529
240
$49K 0.02%
775
-175
241
$49K 0.02%
616
242
$48K 0.02%
868
243
$47K 0.02%
603
244
$46K 0.02%
313
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245
$46K 0.02%
489
246
$46K 0.02%
750
247
$46K 0.02%
1,179
+2
248
$45K 0.02%
2,418
+2
249
$45K 0.02%
365
+252
250
$44K 0.02%
709
+7
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10
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