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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.67%
41,620
-6,740
27
$1.13M 0.64%
9,607
-647
28
$1.1M 0.62%
9,495
-206
29
$1.09M 0.62%
99,494
30
$1.03M 0.58%
20,723
-4,589
31
$1.02M 0.58%
42,363
+192
32
$962K 0.54%
7,752
+6,866
33
$871K 0.49%
13,960
+13,520
34
$853K 0.48%
+12,446
35
$847K 0.48%
19,392
+19,212
36
$796K 0.45%
8,576
-486
37
$745K 0.42%
7,677
+3
38
$732K 0.41%
54,011
-6,063
39
$712K 0.4%
4,933
-770
40
$712K 0.4%
6,548
+8
41
$688K 0.39%
8,601
-516
42
$673K 0.38%
12,496
+1,005
43
$631K 0.36%
21,303
44
$584K 0.33%
5,989
-89
45
$554K 0.31%
14,684
-10
46
$541K 0.31%
4,864
47
$536K 0.3%
7,706
+187
48
$517K 0.29%
5,358
+735
49
$484K 0.27%
2,019
-359
50
$482K 0.27%
30,849
+18,146