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
$274M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$479K
3
+$296K
4
SLV icon
iShares Silver Trust
SLV
+$275K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$259K

Top Sells

1
+$8.63M
2
+$8.39M
3
+$1.16M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.04M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$640K

Sector Composition

1 Technology 5.45%
2 Financials 4.21%
3 Healthcare 3.96%
4 Communication Services 2.54%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.77%
30,469
+589
27
$2.06M 0.75%
78,068
+27,722
28
$2.06M 0.75%
79,641
+1,850
29
$1.94M 0.71%
16,826
-1,055
30
$1.86M 0.68%
45,703
-2,716
31
$1.8M 0.66%
24,379
-26
32
$1.65M 0.6%
37,016
-2,153
33
$1.64M 0.6%
9,810
+150
34
$1.59M 0.58%
69,811
+1,327
35
$1.59M 0.58%
240,797
36
$1.58M 0.58%
12,139
-799
37
$1.5M 0.55%
8,954
-732
38
$1.45M 0.53%
5,629
+76
39
$1.43M 0.52%
10,340
-60
40
$1.37M 0.5%
60,354
+2,551
41
$1.36M 0.5%
24,015
-476
42
$1.24M 0.45%
29,366
-1,934
43
$1.2M 0.44%
10,012
-11
44
$1.13M 0.41%
6,342
+5
45
$1.09M 0.4%
67,072
-71,080
46
$1.06M 0.39%
10,184
+286
47
$1.04M 0.38%
59,610
-59,484
48
$1M 0.36%
16,444
+158
49
$997K 0.36%
16,673
+170
50
$969K 0.35%
24,245
-1,511
1
2
3 4 5