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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.69%
10,697
+1,486
27
$1.4M 0.65%
25,384
+122
28
$1.34M 0.63%
45,348
+978
29
$1.23M 0.57%
195,375
+152,275
30
$1.19M 0.55%
20,563
+116
31
$1.17M 0.55%
37,718
+15,206
32
$1.14M 0.54%
9,412
+7,575
33
$916K 0.43%
7,911
-227
34
$855K 0.4%
4,666
-350
35
$833K 0.39%
6,414
-300
36
$769K 0.36%
9,169
+799
37
$765K 0.36%
30,227
+232
38
$755K 0.35%
11,855
+80
39
$752K 0.35%
12,907
+211
40
$700K 0.33%
9,406
+223
41
$694K 0.32%
5,989
42
$611K 0.29%
5,488
+3
43
$608K 0.28%
12,449
+11
44
$604K 0.28%
15,873
+79
45
$601K 0.28%
3,674
+1,967
46
$592K 0.28%
9,785
-461
47
$586K 0.27%
47,660
-3,997
48
$577K 0.27%
4,251
+35
49
$577K 0.27%
6,349
+22
50
$549K 0.26%
2
1
2
3 4 5