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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.02%
900
252
$34K 0.02%
668
+6
253
$34K 0.02%
300
-100
254
$33K 0.02%
1,544
255
$33K 0.02%
1,230
+645
256
$32K 0.01%
3,551
257
$32K 0.01%
300
258
$32K 0.01%
600
259
$32K 0.01%
874
260
$31K 0.01%
924
261
$31K 0.01%
611
+61
262
$30K 0.01%
667
263
$30K 0.01%
218
264
$30K 0.01%
1,072
265
$30K 0.01%
758
+2
266
$29K 0.01%
1,588
-96
267
$29K 0.01%
680
268
$29K 0.01%
500
-100
269
$29K 0.01%
583
+4
270
$29K 0.01%
287
271
$28K 0.01%
629
+2
272
$28K 0.01%
500
-2,000
273
$28K 0.01%
2,279
274
$28K 0.01%
828
275
$28K 0.01%
872
+655
9 10
11
12 13