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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$8.88M
3 +$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1 +$10.7M
2 +$972K
3 +$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
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104
+36
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61
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106
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148
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275
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87
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802
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$6K ﹤0.01%
+450
421
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1,600
422
$6K ﹤0.01%
190
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300
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65
425
$6K ﹤0.01%
275
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