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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32K 0.02%
625
+2
277
$32K 0.02%
395
-11,645
278
$32K 0.02%
309
+149
279
$31K 0.02%
373
280
$31K 0.02%
655
-62
281
$31K 0.02%
3,208
282
$30K 0.02%
522
+1
283
$30K 0.02%
616
+2
284
$30K 0.02%
508
+3
285
$30K 0.02%
1,708
+444
286
$30K 0.02%
264
287
$30K 0.02%
750
-250
288
$29K 0.02%
1,072
289
$28K 0.02%
1,340
290
$28K 0.02%
143
291
$28K 0.02%
1,090
-31,968
292
$27K 0.02%
924
293
$27K 0.02%
966
294
$26K 0.01%
526
295
$26K 0.01%
581
296
$26K 0.01%
669
+1
297
$26K 0.01%
383
-623
298
$26K 0.01%
315
299
$25K 0.01%
1,847
+23
300
$25K 0.01%
582
+461