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
251
$44K 0.02%
761
252
$44K 0.02%
418
+1
253
$44K 0.02%
367
254
$43K 0.02%
2,000
255
$43K 0.02%
700
256
$43K 0.02%
791
257
$43K 0.02%
2,708
258
$43K 0.02%
655
259
$42K 0.02%
1,000
260
$42K 0.02%
23
261
$42K 0.02%
1,851
+189
262
$42K 0.02%
+876
263
$40K 0.02%
495
-324
264
$40K 0.02%
90
265
$40K 0.02%
1,142
+1,085
266
$40K 0.02%
1,014
267
$40K 0.02%
361
268
$40K 0.02%
600
269
$39K 0.02%
1,291
+3
270
$39K 0.02%
1,845
+12
271
$39K 0.02%
1,544
272
$39K 0.02%
1,009
+1
273
$39K 0.02%
256
274
$38K 0.02%
211
275
$38K 0.02%
+3,100
9 10
11
12 13