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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.02%
304
277
$37K 0.02%
460
+2
278
$37K 0.02%
1,479
279
$37K 0.02%
429
280
$36K 0.02%
561
281
$36K 0.02%
688
282
$36K 0.02%
200
283
$35K 0.02%
379
284
$35K 0.02%
872
+191
285
$35K 0.02%
360
+3
286
$35K 0.02%
143
287
$35K 0.02%
373
288
$34K 0.02%
110
+10
289
$34K 0.02%
95
290
$34K 0.02%
664
291
$34K 0.02%
2,051
292
$34K 0.02%
1,202
+326
293
$33K 0.02%
1,072
294
$33K 0.02%
592
+4
295
$33K 0.02%
1,040
296
$33K 0.02%
400
297
$32K 0.02%
628
+2
298
$31K 0.01%
594
+3
299
$31K 0.01%
519
+3
300
$31K 0.01%
666
10 11
12
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