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
251
$39K 0.02%
1,037
252
$39K 0.02%
579
253
$39K 0.02%
2,000
-167
254
$38K 0.02%
337
255
$38K 0.02%
752
256
$38K 0.02%
600
+400
257
$37K 0.02%
367
+200
258
$37K 0.02%
139
259
$36K 0.02%
614
260
$36K 0.02%
243
261
$36K 0.02%
90
-50
262
$36K 0.02%
600
263
$36K 0.02%
844
+3
264
$36K 0.02%
600
265
$35K 0.02%
319
266
$35K 0.02%
1,308
267
$35K 0.02%
2,361
268
$34K 0.02%
1,171
-21
269
$34K 0.02%
489
270
$34K 0.02%
361
271
$34K 0.02%
2,409
+3
272
$33K 0.02%
1,544
273
$33K 0.02%
23
274
$33K 0.02%
670
275
$32K 0.02%
200
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