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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$15K 0.01%
300
+1
352
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$14K 0.01%
300
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$14K 0.01%
755
-1,093
358
$14K 0.01%
580
359
$14K 0.01%
75
360
$13K 0.01%
1,035
361
$13K 0.01%
960
362
$13K 0.01%
245
+5
363
$13K 0.01%
126
364
$13K 0.01%
319
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$13K 0.01%
952
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$13K 0.01%
3,282
+28
367
$13K 0.01%
378
368
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112
369
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$12K 0.01%
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581
374
$12K 0.01%
318
-257
375
$12K 0.01%
328
-391