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
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.6M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$905K

Top Sells

1
+$16M
2
+$14.8M
3
+$12.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.59M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.63%
24,548
+383
27
$2.84M 0.63%
7,152
-131
28
$2.83M 0.62%
6,379
-33,273
29
$2.74M 0.6%
12,167
-43
30
$2.48M 0.55%
+15,209
31
$2.4M 0.53%
12,553
-310
32
$2.26M 0.5%
13,959
-1,797
33
$2.24M 0.49%
2,883
-22
34
$2.22M 0.49%
14,017
+5,048
35
$2.08M 0.46%
23,040
-580
36
$1.99M 0.44%
41,213
37
$1.98M 0.44%
10,839
-87,400
38
$1.95M 0.43%
46,473
+190
39
$1.87M 0.41%
6,570
-321
40
$1.69M 0.37%
27,694
+11,674
41
$1.69M 0.37%
87,178
+133
42
$1.67M 0.37%
11,491
-150
43
$1.55M 0.34%
10,510
+555
44
$1.5M 0.33%
30,052
-1,615
45
$1.49M 0.33%
179,435
46
$1.37M 0.3%
49,383
-2,722
47
$1.32M 0.29%
7,311
+287
48
$1.27M 0.28%
7,234
+8
49
$1.18M 0.26%
15,508
+2,190
50
$1.15M 0.25%
2,750
+1,664
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