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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.55%
125,494
27
$1.19M 0.54%
32,627
+5,089
28
$1.19M 0.54%
27,052
+4,198
29
$1.04M 0.47%
9,091
-28
30
$953K 0.43%
9,887
-281
31
$923K 0.42%
76,313
+1,111
32
$908K 0.41%
9,321
+116
33
$759K 0.35%
11,420
+37
34
$748K 0.34%
9,566
-597
35
$714K 0.33%
8,420
-525
36
$709K 0.32%
41,699
-857
37
$689K 0.31%
7,890
+2
38
$671K 0.31%
14,208
-576
39
$664K 0.3%
6,985
-162
40
$641K 0.29%
16,353
-965
41
$624K 0.28%
21,251
42
$618K 0.28%
6,624
+2
43
$595K 0.27%
6,246
-201
44
$571K 0.26%
8,088
+26
45
$554K 0.25%
38,695
+71
46
$553K 0.25%
4,503
-225
47
$549K 0.25%
8,103
-253
48
$539K 0.25%
8,537
49
$513K 0.23%
4,802
50
$466K 0.21%
15,342
-894
1
2
3 4 5