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
$277M
AUM Growth
-$501K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.22M
3 +$1.04M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$975K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$764K

Top Sells

1 +$2.24M
2 +$2.2M
3 +$1.84M
4
SJB icon
ProShares Short High Yield
SJB
+$1.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$925K

Sector Composition

1 Financials 4.68%
2 Healthcare 4.23%
3 Technology 4.14%
4 Energy 2.92%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5K ﹤0.01%
300
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100
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511
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40
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75
+1
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114
522
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80
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523
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148
524
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27
525
$4K ﹤0.01%
196