HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K 0.01%
233
452
$18K 0.01%
116
453
$18K 0.01%
317
454
$17K 0.01%
711
455
$17K 0.01%
654
456
$17K 0.01%
960
457
$17K 0.01%
400
458
$17K 0.01%
103
459
$17K 0.01%
552
+4
460
$17K 0.01%
616
461
$16K 0.01%
355
462
$16K 0.01%
86
463
$16K 0.01%
+275
464
$16K 0.01%
498
465
$16K 0.01%
160
466
$16K 0.01%
+573
467
$16K 0.01%
234
468
$16K 0.01%
42
469
$16K 0.01%
661
470
$15K 0.01%
1,019
-200
471
$15K 0.01%
27
472
$15K 0.01%
500
473
$15K 0.01%
147
474
$15K 0.01%
154
+60
475
$15K 0.01%
123
-17
17 18
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20 21