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
376
$17K 0.01%
248
+1
377
$17K 0.01%
960
378
$17K 0.01%
120
379
$17K 0.01%
300
380
$16K 0.01%
213
381
$16K 0.01%
122
382
$16K 0.01%
329
383
$16K 0.01%
36
384
$16K 0.01%
1,099
385
$15K 0.01%
+399
386
$15K 0.01%
141
387
$14K 0.01%
102
388
$14K 0.01%
494
+5
389
$14K 0.01%
226
+1
390
$14K 0.01%
126
391
$14K 0.01%
666
392
$14K 0.01%
178
+156
393
$14K 0.01%
219
394
$13K 0.01%
788
395
$13K 0.01%
100
396
$13K 0.01%
320
+1
397
$12K 0.01%
+400
398
$12K 0.01%
+250
399
$12K 0.01%
134
400
$12K 0.01%
410
14 15
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17 18