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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K 0.01%
51
-4
477
$15K ﹤0.01%
835
+5
478
$15K ﹤0.01%
323
+216
479
$15K ﹤0.01%
107
+2
480
$15K ﹤0.01%
303
-622
481
$15K ﹤0.01%
217
482
$15K ﹤0.01%
+363
483
$15K ﹤0.01%
193
484
$15K ﹤0.01%
73
+14
485
$15K ﹤0.01%
290
+1
486
$14K ﹤0.01%
86
487
$14K ﹤0.01%
517
-285
488
$14K ﹤0.01%
151
+1
489
$14K ﹤0.01%
130
+30
490
$14K ﹤0.01%
202
491
$14K ﹤0.01%
550
492
$14K ﹤0.01%
84
493
$13K ﹤0.01%
450
494
$13K ﹤0.01%
186
495
$13K ﹤0.01%
420
496
$13K ﹤0.01%
29
497
$13K ﹤0.01%
78
+25
498
$13K ﹤0.01%
240
499
$13K ﹤0.01%
439
500
$13K ﹤0.01%
462
-788
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