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
351
$17K 0.01%
597
-1
352
$17K 0.01%
220
353
$17K 0.01%
416
354
$17K 0.01%
1,738
+17
355
$17K 0.01%
588
356
$17K 0.01%
333
357
$17K 0.01%
261
358
$16K 0.01%
300
359
$16K 0.01%
200
360
$16K 0.01%
426
361
$16K 0.01%
247
362
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329
363
$16K 0.01%
108
364
$15K 0.01%
1,099
365
$15K 0.01%
120
366
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36
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367
$15K 0.01%
960
368
$15K 0.01%
478
369
$15K 0.01%
319
370
$15K 0.01%
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371
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372
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373
$14K 0.01%
141
374
$14K 0.01%
126
375
$14K 0.01%
225
+1
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15
16 17