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
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 0.73%
15,046
+2,879
27
$3.32M 0.62%
26,829
+65
28
$3.31M 0.62%
9,947
+176
29
$3.18M 0.59%
63,566
-328
30
$3.04M 0.57%
19,418
-397
31
$3.03M 0.56%
26,293
+1,745
32
$3.03M 0.56%
29,441
+25,743
33
$2.87M 0.53%
23,198
+158
34
$2.79M 0.52%
7,128
-24
35
$2.51M 0.47%
2,774
-109
36
$2.46M 0.46%
15,324
+115
37
$2.42M 0.45%
19,587
+16,814
38
$2.23M 0.42%
13,545
-414
39
$2.15M 0.4%
12,450
-103
40
$2.01M 0.37%
6,429
-141
41
$1.99M 0.37%
13,637
-380
42
$1.84M 0.34%
41,438
+225
43
$1.78M 0.33%
86,843
-335
44
$1.78M 0.33%
179,435
45
$1.72M 0.32%
27,032
-662
46
$1.71M 0.32%
41,559
-4,914
47
$1.52M 0.28%
10,055
-1,436
48
$1.51M 0.28%
10,326
-184
49
$1.39M 0.26%
7,194
-117
50
$1.39M 0.26%
29,184
-868
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2
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