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
426
$23K 0.01%
1,288
427
$23K 0.01%
230
+16
428
$22K 0.01%
355
429
$22K 0.01%
150
430
$22K 0.01%
371
+1
431
$22K 0.01%
109
-6
432
$22K 0.01%
334
433
$22K 0.01%
783
+5
434
$22K 0.01%
151
435
$22K 0.01%
180
436
$21K 0.01%
428
437
$21K 0.01%
446
438
$21K 0.01%
562
+80
439
$21K 0.01%
+481
440
$21K 0.01%
265
441
$20K 0.01%
29
-2
442
$20K 0.01%
500
443
$20K 0.01%
63
444
$20K 0.01%
416
445
$20K 0.01%
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446
$20K 0.01%
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447
$19K 0.01%
253
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448
$19K 0.01%
662
449
$19K 0.01%
202
450
$19K 0.01%
130
-7
16 17
18
19 20