HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70K 0.02%
3,082
+33
252
$70K 0.02%
2,982
-574
253
$70K 0.02%
2,732
+40
254
$68K 0.02%
326
255
$68K 0.02%
+5,503
256
$68K 0.02%
2,500
257
$68K 0.02%
3,498
+21
258
$67K 0.02%
900
-254
259
$67K 0.02%
677
-145
260
$67K 0.02%
313
+152
261
$66K 0.02%
4,000
262
$65K 0.02%
1,188
263
$65K 0.02%
1,508
264
$64K 0.02%
670
265
$64K 0.02%
2,000
266
$64K 0.02%
1,357
+3
267
$63K 0.02%
5,967
268
$62K 0.02%
2,176
-1,716
269
$62K 0.02%
3,173
+17
270
$61K 0.02%
428
271
$61K 0.02%
1,940
+4
272
$61K 0.02%
376
273
$61K 0.02%
963
+3
274
$61K 0.02%
90
275
$60K 0.02%
1,200
9 10
11
12 13