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
326
$21K 0.01%
360
+1
327
$21K 0.01%
260
-486
328
$21K 0.01%
323
+4
329
$21K 0.01%
500
330
$21K 0.01%
990
331
$20K 0.01%
425
-2
332
$20K 0.01%
20
+10
333
$20K 0.01%
700
334
$19K 0.01%
833
335
$19K 0.01%
786
+1
336
$19K 0.01%
641
337
$19K 0.01%
100
338
$19K 0.01%
1,000
339
$19K 0.01%
3,016
+18
340
$19K 0.01%
118
341
$19K 0.01%
+306
342
$18K 0.01%
205
343
$18K 0.01%
961
+3
344
$18K 0.01%
180
-65
345
$18K 0.01%
760
+2
346
$18K 0.01%
1,004
347
$18K 0.01%
213
348
$18K 0.01%
+200
349
$17K 0.01%
+261
350
$17K 0.01%
334
12 13
14
15 16