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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$5K ﹤0.01%
117
452
$5K ﹤0.01%
531
453
$5K ﹤0.01%
333
454
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110
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+159
456
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548
457
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300
458
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118
+4
459
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270
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500
+200
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61
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109
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331
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102
+1
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240
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673
467
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470
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99
+1
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102
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45
473
$4K ﹤0.01%
250
474
$4K ﹤0.01%
113
475
$4K ﹤0.01%
251
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