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
426
$9K ﹤0.01%
75
427
$9K ﹤0.01%
148
-158
428
$9K ﹤0.01%
+85
429
$9K ﹤0.01%
1,100
430
$8K ﹤0.01%
283
431
$8K ﹤0.01%
+250
432
$8K ﹤0.01%
766
-48
433
$8K ﹤0.01%
91
434
$8K ﹤0.01%
592
435
$8K ﹤0.01%
275
436
$8K ﹤0.01%
326
437
$8K ﹤0.01%
689
438
$8K ﹤0.01%
1,820
+189
439
$8K ﹤0.01%
599
440
$7K ﹤0.01%
538
+384
441
$7K ﹤0.01%
78
-547
442
$7K ﹤0.01%
325
443
$7K ﹤0.01%
269
444
$7K ﹤0.01%
399
445
$7K ﹤0.01%
300
446
$7K ﹤0.01%
+200
447
$7K ﹤0.01%
505
+1
448
$7K ﹤0.01%
179
+126
449
$7K ﹤0.01%
300
450
$7K ﹤0.01%
533
16 17
18
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