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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$68K 0.02%
1,188
277
$67K 0.02%
1,225
-244
278
$67K 0.02%
376
279
$67K 0.02%
2,841
+9
280
$66K 0.02%
500
281
$65K 0.02%
955
+2
282
$64K 0.02%
2,052
283
$63K 0.02%
970
+590
284
$62K 0.02%
869
+329
285
$62K 0.02%
398
+75
286
$62K 0.02%
500
-1,707
287
$61K 0.02%
223
288
$61K 0.02%
+1,617
289
$60K 0.02%
1,934
-662
290
$60K 0.02%
161
291
$59K 0.02%
665
+2
292
$59K 0.02%
1,806
-177
293
$58K 0.02%
3,393
+1,150
294
$58K 0.02%
1,255
+485
295
$58K 0.02%
628
296
$57K 0.02%
754
+2
297
$57K 0.02%
4,095
+54
298
$56K 0.02%
1,171
-500
299
$56K 0.02%
427
+15
300
$55K 0.02%
1,314
+1,010
10 11
12
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