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
301
$23K 0.01%
1,639
+29
302
$23K 0.01%
52
-22
303
$23K 0.01%
396
-1,092
304
$22K 0.01%
600
305
$22K 0.01%
485
306
$22K 0.01%
709
307
$22K 0.01%
231
+50
308
$22K 0.01%
1,500
-2,220
309
$22K 0.01%
605
310
$22K 0.01%
400
311
$22K 0.01%
216
312
$21K 0.01%
1,671
+25
313
$21K 0.01%
316
314
$21K 0.01%
5
-1
315
$20K 0.01%
897
+1
316
$20K 0.01%
480
-112
317
$20K 0.01%
+400
318
$20K 0.01%
125
319
$20K 0.01%
167
320
$20K 0.01%
700
321
$20K 0.01%
350
322
$19K 0.01%
+200
323
$19K 0.01%
200
324
$19K 0.01%
+560
325
$19K 0.01%
420
+2
11 12
13
14 15