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
301
$31K 0.01%
581
302
$31K 0.01%
609
+2
303
$31K 0.01%
525
+1
304
$31K 0.01%
243
305
$31K 0.01%
223
-43
306
$30K 0.01%
+260
307
$30K 0.01%
241
308
$30K 0.01%
716
309
$30K 0.01%
929
+155
310
$29K 0.01%
913
-487
311
$28K 0.01%
830
+177
312
$28K 0.01%
+460
313
$27K 0.01%
273
-225
314
$26K 0.01%
468
315
$26K 0.01%
256
-10
316
$26K 0.01%
675
317
$26K 0.01%
+6,000
318
$26K 0.01%
3,208
319
$25K 0.01%
182
320
$25K 0.01%
544
+3
321
$25K 0.01%
673
+1
322
$25K 0.01%
168
323
$24K 0.01%
509
324
$24K 0.01%
1,340
325
$24K 0.01%
2,332
+42
11 12
13
14 15