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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34K 0.02%
373
277
$34K 0.02%
688
+16
278
$34K 0.02%
143
279
$34K 0.02%
664
280
$33K 0.02%
400
281
$32K 0.02%
1,008
282
$32K 0.02%
243
283
$32K 0.02%
588
+118
284
$32K 0.02%
1,072
285
$32K 0.02%
+379
286
$32K 0.02%
95
287
$32K 0.02%
516
+3
288
$31K 0.02%
704
+103
289
$31K 0.02%
1,040
290
$31K 0.02%
211
291
$31K 0.02%
581
292
$30K 0.02%
+800
293
$30K 0.02%
774
+85
294
$30K 0.02%
626
+4
295
$30K 0.02%
357
-47
296
$29K 0.02%
716
297
$29K 0.02%
524
+1
298
$29K 0.02%
666
+388
299
$28K 0.01%
3,208
300
$28K 0.01%
199
-5,901
10 11
12
13 14