HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.76%
43,704
+7,108
27
$4.43M 0.71%
28,027
+1,158
28
$3.86M 0.62%
67,570
-122
29
$3.43M 0.55%
11,635
+36
30
$3.4M 0.55%
22,762
+2,539
31
$3.19M 0.51%
8,219
+6
32
$2.79M 0.45%
17,517
-44
33
$2.54M 0.41%
17,772
+299
34
$2.53M 0.41%
23,514
+8
35
$2.51M 0.4%
5,705
+27
36
$2.45M 0.39%
29,615
-2,138
37
$2.41M 0.39%
41,118
+86
38
$2.35M 0.38%
29,653
-1,074
39
$2.3M 0.37%
75,653
-1,074
40
$2.21M 0.35%
+24,489
41
$2.2M 0.35%
179,435
42
$2.17M 0.35%
2,785
-349
43
$2.16M 0.35%
11,141
+471
44
$2.07M 0.33%
13,537
-169
45
$1.96M 0.31%
8,925
+314
46
$1.89M 0.3%
26,714
+168
47
$1.88M 0.3%
46,142
-5,056
48
$1.87M 0.3%
26,943
+224
49
$1.72M 0.28%
39,842
+238
50
$1.63M 0.26%
5,822
+44
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