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
301
$28K 0.01%
241
302
$28K 0.01%
591
+3
303
$27K 0.01%
100
304
$26K 0.01%
468
305
$25K 0.01%
1,340
306
$25K 0.01%
876
307
$25K 0.01%
675
+6
308
$25K 0.01%
266
309
$24K 0.01%
509
+3
310
$24K 0.01%
3,010
311
$24K 0.01%
541
-814
312
$24K 0.01%
1,046
+238
313
$24K 0.01%
513
-1
314
$24K 0.01%
306
315
$23K 0.01%
2,290
+43
316
$23K 0.01%
311
+34
317
$23K 0.01%
168
318
$23K 0.01%
681
+6
319
$23K 0.01%
653
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320
$23K 0.01%
435
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321
$22K 0.01%
182
322
$22K 0.01%
489
+3
323
$21K 0.01%
305
-361
324
$21K 0.01%
672
+1
325
$21K 0.01%
560
11 12
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