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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.72%
25,262
+30
27
$1.35M 0.7%
9,211
+475
28
$1.26M 0.65%
44,370
+2,473
29
$1.13M 0.58%
20,447
-268
30
$1.05M 0.54%
8,138
+306
31
$1.01M 0.52%
99,494
32
$888K 0.46%
6,714
+12
33
$872K 0.45%
21,076
+13,588
34
$849K 0.44%
5,016
+393
35
$727K 0.38%
29,995
+16
36
$700K 0.36%
3,285
+2,760
37
$700K 0.36%
12,696
+5,588
38
$699K 0.36%
8,370
+24
39
$656K 0.34%
11,775
+49
40
$652K 0.34%
5,989
41
$639K 0.33%
9,811
+8,611
42
$637K 0.33%
51,657
+416
43
$633K 0.33%
9,183
+684
44
$633K 0.33%
5,485
+4
45
$618K 0.32%
22,512
+1,206
46
$568K 0.29%
2,350
+2,157
47
$563K 0.29%
12,438
+11,411
48
$551K 0.28%
6,327
+145
49
$547K 0.28%
+16,016
50
$545K 0.28%
10,246
+246
1
2
3 4 5