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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
211
+2
452
$7K ﹤0.01%
300
+50
453
$7K ﹤0.01%
222
454
$7K ﹤0.01%
343
455
$7K ﹤0.01%
+95
456
$7K ﹤0.01%
400
457
$7K ﹤0.01%
+122
458
$7K ﹤0.01%
313
459
$7K ﹤0.01%
406
+6
460
$7K ﹤0.01%
104
+12
461
$6K ﹤0.01%
450
462
$6K ﹤0.01%
101
463
$6K ﹤0.01%
339
464
$6K ﹤0.01%
121
+2
465
$6K ﹤0.01%
+300
466
$6K ﹤0.01%
+205
467
$6K ﹤0.01%
686
-4,773
468
$6K ﹤0.01%
159
469
$6K ﹤0.01%
115
470
$6K ﹤0.01%
179
471
$6K ﹤0.01%
+200
472
$6K ﹤0.01%
227
473
$6K ﹤0.01%
118
474
$6K ﹤0.01%
113
475
$6K ﹤0.01%
73
17 18
19
20 21