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
376
$14K 0.01%
113
-12
377
$14K 0.01%
592
378
$14K 0.01%
489
+80
379
$14K 0.01%
208
380
$13K 0.01%
219
381
$13K 0.01%
100
382
$13K 0.01%
2,750
-103
383
$13K 0.01%
102
+2
384
$12K 0.01%
788
385
$12K 0.01%
398
-346
386
$12K 0.01%
410
387
$12K 0.01%
230
388
$12K 0.01%
539
389
$12K 0.01%
318
390
$12K 0.01%
304
391
$12K 0.01%
200
392
$11K 0.01%
666
393
$11K 0.01%
134
394
$11K 0.01%
212
395
$11K 0.01%
243
+1
396
$11K 0.01%
200
397
$10K 0.01%
105
398
$10K 0.01%
1,051
399
$10K 0.01%
734
400
$10K 0.01%
400
14 15
16
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