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
301
$55K 0.02%
2,227
+1,625
302
$54K 0.02%
594
-518
303
$53K 0.02%
23
304
$53K 0.02%
800
305
$52K 0.02%
161
+18
306
$52K 0.02%
972
+300
307
$51K 0.02%
310
308
$51K 0.02%
524
309
$51K 0.02%
1,586
310
$50K 0.02%
203
311
$50K 0.02%
974
312
$49K 0.02%
974
+5
313
$48K 0.02%
224
314
$48K 0.02%
447
+1
315
$48K 0.02%
2,888
316
$48K 0.02%
3,076
+10
317
$48K 0.02%
2,866
+4
318
$47K 0.01%
+293
319
$47K 0.01%
+2,622
320
$47K 0.01%
624
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321
$46K 0.01%
868
322
$46K 0.01%
2,049
323
$46K 0.01%
310
324
$46K 0.01%
997
325
$46K 0.01%
425
-191
11 12
13
14 15