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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
599
-2
452
$5K ﹤0.01%
450
453
$5K ﹤0.01%
45
454
$5K ﹤0.01%
450
-375
455
$5K ﹤0.01%
76
-11,736
456
$5K ﹤0.01%
66
-10,546
457
$5K ﹤0.01%
90
458
$5K ﹤0.01%
110
459
$5K ﹤0.01%
113
460
$5K ﹤0.01%
+88
461
$5K ﹤0.01%
179
462
$5K ﹤0.01%
+250
463
$5K ﹤0.01%
+788
464
$5K ﹤0.01%
98
465
$5K ﹤0.01%
37
466
$5K ﹤0.01%
61
467
$5K ﹤0.01%
41
+1
468
$5K ﹤0.01%
104
+1
469
$5K ﹤0.01%
650
+350
470
$5K ﹤0.01%
+542
471
$5K ﹤0.01%
+106
472
$5K ﹤0.01%
63
473
$4K ﹤0.01%
125
474
$4K ﹤0.01%
89
475
$4K ﹤0.01%
50
-3
17 18
19
20 21