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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
81
+1
477
$6K ﹤0.01%
240
478
$6K ﹤0.01%
63
479
$5K ﹤0.01%
125
480
$5K ﹤0.01%
40
481
$5K ﹤0.01%
45
482
$5K ﹤0.01%
90
483
$5K ﹤0.01%
152
-15,864
484
$5K ﹤0.01%
110
485
$5K ﹤0.01%
43
486
$5K ﹤0.01%
119
-200
487
$5K ﹤0.01%
+92
488
$5K ﹤0.01%
101
-12
489
$5K ﹤0.01%
152
+2
490
$5K ﹤0.01%
159
491
$5K ﹤0.01%
98
492
$5K ﹤0.01%
155
+65
493
$5K ﹤0.01%
38
+1
494
$5K ﹤0.01%
61
495
$5K ﹤0.01%
41
496
$5K ﹤0.01%
104
497
$5K ﹤0.01%
650
498
$5K ﹤0.01%
542
499
$5K ﹤0.01%
280
+1
500
$5K ﹤0.01%
+300
18 19
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