HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K 0.01%
2,112
+30
327
$44K 0.01%
4,298
328
$44K 0.01%
628
+146
329
$44K 0.01%
1,115
+431
330
$43K 0.01%
655
331
$43K 0.01%
669
-75
332
$43K 0.01%
525
333
$43K 0.01%
1,316
334
$43K 0.01%
3,496
-273
335
$42K 0.01%
3,781
+423
336
$42K 0.01%
703
+644
337
$40K 0.01%
450
338
$40K 0.01%
663
+12
339
$40K 0.01%
841
340
$40K 0.01%
1,079
+36
341
$39K 0.01%
440
+3
342
$39K 0.01%
+300
343
$39K 0.01%
1,056
344
$39K 0.01%
1,323
-178
345
$39K 0.01%
+600
346
$38K 0.01%
3,175
+22
347
$38K 0.01%
1,919
-60
348
$38K 0.01%
563
-178
349
$37K 0.01%
23
350
$37K 0.01%
1,764
-64
12 13
14
15 16