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
351
$19K 0.01%
762
+2
352
$19K 0.01%
302
+41
353
$19K 0.01%
362
+2
354
$19K 0.01%
180
355
$19K 0.01%
965
+4
356
$19K 0.01%
220
357
$19K 0.01%
205
358
$19K 0.01%
261
359
$19K 0.01%
833
360
$18K 0.01%
990
361
$18K 0.01%
118
362
$18K 0.01%
347
-652
363
$18K 0.01%
597
364
$18K 0.01%
334
365
$18K 0.01%
+712
366
$18K 0.01%
137
-241
367
$18K 0.01%
200
368
$17K 0.01%
208
369
$17K 0.01%
108
370
$17K 0.01%
20
371
$17K 0.01%
112
372
$17K 0.01%
333
373
$17K 0.01%
+910
374
$17K 0.01%
588
375
$17K 0.01%
1,755
+17
13 14
15
16 17