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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.57%
34,163
+16,303
27
$1.23M 0.57%
125,494
28
$1.16M 0.54%
24,788
+10,794
29
$1.11M 0.51%
40,368
-1,352
30
$1.03M 0.48%
74,169
+1,163
31
$945K 0.44%
6,160
-418
32
$922K 0.43%
8,819
-320
33
$917K 0.42%
32,969
+21,399
34
$911K 0.42%
9,725
+5,770
35
$904K 0.42%
19,459
+10,948
36
$858K 0.4%
9,108
+168
37
$839K 0.39%
7,657
-226
38
$772K 0.36%
3,755
-75
39
$770K 0.36%
43,034
+1,781
40
$716K 0.33%
6,012
41
$698K 0.32%
21,251
42
$671K 0.31%
8,037
+22
43
$670K 0.31%
11,342
+42
44
$600K 0.28%
6,340
-40
45
$590K 0.27%
8,537
-245
46
$552K 0.25%
6,064
-2,073
47
$545K 0.25%
8,704
-984
48
$535K 0.25%
12,669
-2,190
49
$513K 0.24%
38,547
+76
50
$509K 0.23%
4,802
1
2
3 4 5