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
501
$4K ﹤0.01%
109
502
$4K ﹤0.01%
170
+100
503
$4K ﹤0.01%
+330
504
$4K ﹤0.01%
89
505
$4K ﹤0.01%
250
+50
506
$4K ﹤0.01%
375
-2,625
507
$4K ﹤0.01%
+250
508
$4K ﹤0.01%
196
509
$4K ﹤0.01%
182
510
$4K ﹤0.01%
250
511
$4K ﹤0.01%
108
512
$4K ﹤0.01%
450
513
$4K ﹤0.01%
224
514
$4K ﹤0.01%
+92
515
$4K ﹤0.01%
+57
516
$4K ﹤0.01%
107
517
$4K ﹤0.01%
225
+25
518
$4K ﹤0.01%
88
519
$4K ﹤0.01%
200
520
$4K ﹤0.01%
788
521
$4K ﹤0.01%
299
+5
522
$4K ﹤0.01%
+200
523
$4K ﹤0.01%
+125
524
$4K ﹤0.01%
102
525
$4K ﹤0.01%
210
+105
19 20
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