HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 5.51%
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
501
$3K ﹤0.01%
150
502
$3K ﹤0.01%
+200
503
$3K ﹤0.01%
182
504
$3K ﹤0.01%
108
+3
505
$3K ﹤0.01%
224
506
$3K ﹤0.01%
+200
507
$3K ﹤0.01%
+305
508
$3K ﹤0.01%
+100
509
$3K ﹤0.01%
200
510
$3K ﹤0.01%
+112
511
$3K ﹤0.01%
40
512
$3K ﹤0.01%
3
513
$3K ﹤0.01%
90
514
$3K ﹤0.01%
184
515
$3K ﹤0.01%
22
516
$3K ﹤0.01%
104
517
$3K ﹤0.01%
200
518
$2K ﹤0.01%
+27
519
$2K ﹤0.01%
+121
520
$2K ﹤0.01%
148
521
$2K ﹤0.01%
+100
522
$2K ﹤0.01%
57
523
$2K ﹤0.01%
+100
524
$2K ﹤0.01%
+46
525
$2K ﹤0.01%
+60
19 20
21
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