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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
96
452
$4K ﹤0.01%
+118
453
$4K ﹤0.01%
108
454
$4K ﹤0.01%
114
455
$4K ﹤0.01%
+107
456
$4K ﹤0.01%
9
+7
457
$4K ﹤0.01%
20
458
$4K ﹤0.01%
307
+5
459
$4K ﹤0.01%
9
460
$4K ﹤0.01%
3
461
$4K ﹤0.01%
60
462
$4K ﹤0.01%
49
463
$4K ﹤0.01%
100
464
$4K ﹤0.01%
140
465
$4K ﹤0.01%
200
466
$4K ﹤0.01%
41
467
$3K ﹤0.01%
1,000
468
$3K ﹤0.01%
100
469
$3K ﹤0.01%
84
470
$3K ﹤0.01%
46
471
$3K ﹤0.01%
19
472
$3K ﹤0.01%
75
-25
473
$3K ﹤0.01%
105
474
$3K ﹤0.01%
54
475
$3K ﹤0.01%
102
17 18
19
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