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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.7%
9,633
-4,604
27
$1.97M 0.62%
19,348
+7,156
28
$1.92M 0.6%
15,082
+78
29
$1.88M 0.59%
51,929
-3,023
30
$1.86M 0.58%
81,296
+8,287
31
$1.86M 0.58%
29,046
-9,440
32
$1.8M 0.57%
7,255
+5,455
33
$1.77M 0.55%
10,969
+496
34
$1.71M 0.54%
30,665
-1,735
35
$1.65M 0.52%
10,640
+240
36
$1.62M 0.51%
6,343
+1
37
$1.6M 0.5%
21,444
-509
38
$1.54M 0.48%
28,126
+2,785
39
$1.54M 0.48%
10,166
+57
40
$1.53M 0.48%
173,935
-50,362
41
$1.53M 0.48%
9,543
-704
42
$1.52M 0.48%
28,918
-3,894
43
$1.35M 0.42%
8,231
+81
44
$1.35M 0.42%
9,944
-206
45
$1.34M 0.42%
55,615
-1,972
46
$1.29M 0.41%
51,972
-14,376
47
$1.26M 0.39%
53,200
48
$1.24M 0.39%
50,157
-8,526
49
$1.15M 0.36%
15,149
-892
50
$1.07M 0.34%
20,124
+316
1
2
3 4 5