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
326
$45K 0.01%
1,239
+198
327
$45K 0.01%
1,311
+5
328
$45K 0.01%
505
+2
329
$45K 0.01%
630
+4
330
$44K 0.01%
241
+1
331
$44K 0.01%
202
332
$44K 0.01%
869
+3
333
$44K 0.01%
109
334
$43K 0.01%
1,592
335
$42K 0.01%
517
-119
336
$42K 0.01%
90
337
$42K 0.01%
3,038
338
$42K 0.01%
206
+2
339
$42K 0.01%
503
340
$41K 0.01%
161
341
$41K 0.01%
292
-629
342
$41K 0.01%
1,384
343
$41K 0.01%
650
+67
344
$41K 0.01%
190
345
$40K 0.01%
3,216
+587
346
$40K 0.01%
500
347
$39K 0.01%
955
348
$39K 0.01%
1,487
349
$39K 0.01%
140
350
$38K 0.01%
468
12 13
14
15 16