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
401
$27K 0.01%
143
402
$27K 0.01%
717
-1,140
403
$27K 0.01%
327
-288
404
$27K 0.01%
182
405
$26K 0.01%
109
+1
406
$26K 0.01%
1,099
407
$26K 0.01%
134
408
$26K 0.01%
42
409
$26K 0.01%
500
410
$25K 0.01%
638
+3
411
$25K 0.01%
202
+18
412
$25K 0.01%
500
+4
413
$25K 0.01%
546
414
$25K 0.01%
+508
415
$25K 0.01%
432
416
$24K 0.01%
1,339
417
$24K 0.01%
300
418
$24K 0.01%
1,280
419
$24K 0.01%
615
-181
420
$24K 0.01%
321
421
$24K 0.01%
1,969
+10
422
$24K 0.01%
184
+29
423
$24K 0.01%
151
-343
424
$24K 0.01%
1,188
+6
425
$23K 0.01%
552
15 16
17
18 19