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
251
$82K 0.03%
1,961
-1,645
252
$82K 0.03%
1,147
+9
253
$82K 0.03%
1,016
-196
254
$82K 0.03%
1,149
+4
255
$82K 0.03%
6,326
256
$82K 0.03%
518
257
$81K 0.03%
172
258
$81K 0.03%
4,272
-569
259
$81K 0.03%
840
-7
260
$80K 0.03%
1,200
261
$80K 0.03%
4,000
262
$80K 0.03%
1,440
263
$80K 0.03%
545
+1
264
$79K 0.02%
896
+4
265
$79K 0.02%
334
+1
266
$79K 0.02%
1,342
+2
267
$78K 0.02%
4,172
-7,402
268
$77K 0.02%
1,043
269
$76K 0.02%
2,000
-301
270
$75K 0.02%
2,472
-962
271
$74K 0.02%
964
-65
272
$74K 0.02%
2,955
-700
273
$73K 0.02%
1,518
+168
274
$72K 0.02%
1,350
275
$69K 0.02%
191
9 10
11
12 13