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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.01%
+1,309
377
$32K 0.01%
638
+8
378
$32K 0.01%
1,499
+5
379
$31K 0.01%
235
380
$31K 0.01%
244
381
$31K 0.01%
708
-63
382
$31K 0.01%
962
+417
383
$31K 0.01%
750
+550
384
$30K 0.01%
514
385
$30K 0.01%
613
+6
386
$29K 0.01%
+584
387
$29K 0.01%
207
388
$29K 0.01%
3,091
-11
389
$29K 0.01%
381
390
$29K 0.01%
120
391
$29K 0.01%
808
-400
392
$28K 0.01%
277
393
$28K 0.01%
656
394
$28K 0.01%
276
395
$28K 0.01%
129
396
$28K 0.01%
672
397
$27K 0.01%
120
398
$27K 0.01%
700
399
$27K 0.01%
1,921
400
$27K 0.01%
250
-30
14 15
16
17 18