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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.59%
+28,002
27
$2.75M 0.59%
7,283
-363
28
$2.71M 0.58%
18,197
-245
29
$2.64M 0.57%
24,226
+143
30
$2.61M 0.56%
41,213
-148
31
$2.42M 0.52%
24,165
+332
32
$2.36M 0.51%
18,003
-430
33
$2.31M 0.5%
15,756
-693
34
$2.14M 0.46%
12,210
+1,941
35
$2.1M 0.45%
12,863
-150
36
$1.98M 0.43%
6,891
-157
37
$1.96M 0.42%
87,045
-142
38
$1.91M 0.41%
38,029
-1,145
39
$1.74M 0.37%
46,283
-8,407
40
$1.69M 0.36%
2,905
-39
41
$1.68M 0.36%
39,765
+13,844
42
$1.6M 0.34%
31,667
-7,378
43
$1.6M 0.34%
11,641
+121
44
$1.5M 0.32%
52,105
-155
45
$1.45M 0.31%
179,435
46
$1.41M 0.3%
8,969
-473
47
$1.36M 0.29%
9,955
+1,510
48
$1.31M 0.28%
23,950
-6,800
49
$1.23M 0.26%
7,226
-27
50
$1.17M 0.25%
23,620
-760
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