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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K 0.01%
328
452
$18K 0.01%
484
+4
453
$18K 0.01%
200
-5
454
$18K 0.01%
+704
455
$18K 0.01%
117
456
$18K 0.01%
+686
457
$18K 0.01%
+1,400
458
$17K 0.01%
329
459
$17K 0.01%
+391
460
$17K 0.01%
168
461
$17K 0.01%
98
+75
462
$17K 0.01%
304
463
$17K 0.01%
101
+20
464
$17K 0.01%
+272
465
$17K 0.01%
466
466
$17K 0.01%
960
467
$17K 0.01%
243
468
$17K 0.01%
1,140
469
$16K 0.01%
297
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470
$16K 0.01%
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$16K 0.01%
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472
$16K 0.01%
468
473
$16K 0.01%
250
474
$16K 0.01%
247
475
$16K 0.01%
139
17 18
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