HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21K 0.01%
651
+2
427
$21K 0.01%
201
+1
428
$21K 0.01%
310
429
$21K 0.01%
143
430
$21K 0.01%
468
431
$21K 0.01%
277
432
$20K 0.01%
426
433
$20K 0.01%
153
434
$20K 0.01%
378
435
$20K 0.01%
891
-1,926
436
$20K 0.01%
559
+2
437
$20K 0.01%
89
438
$20K 0.01%
211
-1,247
439
$20K 0.01%
+306
440
$19K 0.01%
1,074
441
$19K 0.01%
801
+4
442
$19K 0.01%
1,698
+106
443
$19K 0.01%
98
444
$19K 0.01%
416
445
$19K 0.01%
590
-200
446
$19K 0.01%
1,306
+1
447
$18K 0.01%
454
448
$18K 0.01%
268
449
$18K 0.01%
322
-179
450
$18K 0.01%
153
16 17
18
19 20