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
326
$19K 0.01%
186
-161
327
$19K 0.01%
300
328
$19K 0.01%
100
-100
329
$19K 0.01%
1,854
+753
330
$19K 0.01%
200
331
$18K 0.01%
648
332
$18K 0.01%
104
333
$18K 0.01%
241
334
$18K 0.01%
916
335
$18K 0.01%
161
-105
336
$18K 0.01%
841
+3
337
$18K 0.01%
1,069
338
$17K 0.01%
260
+2
339
$17K 0.01%
1,890
+46
340
$17K 0.01%
75
341
$16K 0.01%
1,000
342
$16K 0.01%
452
+3
343
$16K 0.01%
778
-152
344
$16K 0.01%
208
345
$16K 0.01%
200
346
$15K 0.01%
1,076
347
$15K 0.01%
641
348
$15K 0.01%
269
349
$15K 0.01%
1,580
+23
350
$15K 0.01%
1,000
12 13
14
15 16