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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K 0.01%
205
+1
402
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403
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100
404
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574
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533
408
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248
409
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934
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410
$9K 0.01%
304
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210
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$9K 0.01%
687
-2
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$8K ﹤0.01%
450
414
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1,060
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415
$8K ﹤0.01%
+650
416
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+666
417
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133
418
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240
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118
-183
422
$8K ﹤0.01%
50
423
$8K ﹤0.01%
200
424
$7K ﹤0.01%
325
425
$7K ﹤0.01%
499