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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$102K 0.03%
2,295
+2,147
227
$101K 0.03%
4,587
+633
228
$101K 0.03%
1,673
+43
229
$97K 0.03%
816
+806
230
$97K 0.03%
1,583
231
$97K 0.03%
2,700
+200
232
$96K 0.03%
670
233
$96K 0.03%
848
+11
234
$94K 0.03%
1,101
+24
235
$94K 0.03%
2,343
236
$94K 0.03%
868
+4
237
$93K 0.03%
1,005
+87
238
$93K 0.03%
1,247
+8
239
$93K 0.03%
330
-300
240
$90K 0.03%
173
-2
241
$90K 0.03%
267
242
$89K 0.03%
4,131
+18
243
$88K 0.03%
1,535
+1,000
244
$88K 0.03%
801
-1,468
245
$87K 0.03%
1,184
+48
246
$84K 0.03%
2,204
+1
247
$83K 0.03%
3,615
-700
248
$83K 0.03%
1,120
249
$83K 0.03%
682
250
$83K 0.03%
402
-300
8 9
10
11 12