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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
40
+30
477
$4K ﹤0.01%
196
478
$4K ﹤0.01%
250
479
$4K ﹤0.01%
56
-10,902
480
$4K ﹤0.01%
38
481
$4K ﹤0.01%
107
482
$4K ﹤0.01%
43
+23
483
$4K ﹤0.01%
15
-2,573
484
$4K ﹤0.01%
283
485
$4K ﹤0.01%
150
+2
486
$4K ﹤0.01%
159
487
$4K ﹤0.01%
294
+6
488
$4K ﹤0.01%
36
489
$4K ﹤0.01%
162
+1
490
$4K ﹤0.01%
+60
491
$4K ﹤0.01%
400
492
$4K ﹤0.01%
251
493
$4K ﹤0.01%
279
+131
494
$4K ﹤0.01%
102
495
$3K ﹤0.01%
109
-24
496
$3K ﹤0.01%
150
497
$3K ﹤0.01%
+200
498
$3K ﹤0.01%
182
499
$3K ﹤0.01%
108
+3
500
$3K ﹤0.01%
224
18 19
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