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
301
$25K 0.01%
241
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463
+3
303
$25K 0.01%
412
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$24K 0.01%
582
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+1,040
307
$24K 0.01%
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$23K 0.01%
808
309
$23K 0.01%
560
-25
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$22K 0.01%
872
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$22K 0.01%
500
-400
312
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$22K 0.01%
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$21K 0.01%
429
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666
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$21K 0.01%
884
+720
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$21K 0.01%
500
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$20K 0.01%
478
+3
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$20K 0.01%
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$20K 0.01%
2,160
+41
324
$19K 0.01%
570
325
$19K 0.01%
833