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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.01%
990
277
$27K 0.01%
400
278
$27K 0.01%
152
279
$27K 0.01%
+425
280
$27K 0.01%
1,000
281
$27K 0.01%
1,000
282
$26K 0.01%
23
283
$26K 0.01%
+430
284
$26K 0.01%
808
285
$26K 0.01%
+535
286
$26K 0.01%
707
287
$26K 0.01%
+500
288
$25K 0.01%
500
289
$25K 0.01%
164
-3
290
$25K 0.01%
189
+1
291
$25K 0.01%
500
292
$24K 0.01%
+1,962
293
$24K 0.01%
1,025
+9
294
$24K 0.01%
979
-1,240
295
$24K 0.01%
732
-268
296
$24K 0.01%
500
297
$24K 0.01%
2,700
-3,750
298
$24K 0.01%
503
-151
299
$23K 0.01%
1,758
300
$23K 0.01%
478
+2
10 11
12
13 14