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
251
$42K 0.02%
338
252
$42K 0.02%
2,000
253
$41K 0.02%
1,833
+18
254
$41K 0.02%
655
+490
255
$41K 0.02%
831
+393
256
$41K 0.02%
1,000
257
$40K 0.02%
561
258
$40K 0.02%
791
-2
259
$39K 0.02%
1,014
-97
260
$39K 0.02%
417
+100
261
$39K 0.02%
600
262
$38K 0.02%
200
263
$38K 0.02%
361
264
$37K 0.02%
429
-6
265
$37K 0.02%
304
266
$37K 0.02%
1,544
267
$37K 0.02%
1,479
-5
268
$37K 0.02%
2,051
269
$37K 0.02%
1,288
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270
$37K 0.02%
458
+2
271
$36K 0.02%
+3,000
272
$36K 0.02%
350
273
$36K 0.02%
266
+1
274
$36K 0.02%
1,662
+747
275
$35K 0.02%
607
-17
9 10
11
12 13