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
326
$24K 0.01%
536
+120
327
$24K 0.01%
305
328
$24K 0.01%
513
329
$24K 0.01%
435
330
$23K 0.01%
3,010
331
$23K 0.01%
1,004
332
$23K 0.01%
161
-38
333
$22K 0.01%
326
+3
334
$22K 0.01%
+1,464
335
$22K 0.01%
+928
336
$22K 0.01%
493
+4
337
$21K 0.01%
700
338
$21K 0.01%
500
339
$21K 0.01%
336
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340
$21K 0.01%
260
341
$21K 0.01%
560
342
$21K 0.01%
641
343
$21K 0.01%
788
+2
344
$21K 0.01%
426
345
$21K 0.01%
266
-40
346
$20K 0.01%
425
347
$20K 0.01%
3,074
+58
348
$20K 0.01%
1,046
349
$20K 0.01%
1,000
350
$20K 0.01%
100
12 13
14
15 16