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
501
$13K ﹤0.01%
118
502
$13K ﹤0.01%
64
503
$13K ﹤0.01%
53
504
$13K ﹤0.01%
196
+90
505
$13K ﹤0.01%
184
506
$12K ﹤0.01%
52
+1
507
$12K ﹤0.01%
63
+42
508
$12K ﹤0.01%
+228
509
$12K ﹤0.01%
400
510
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223
511
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91
+63
512
$12K ﹤0.01%
2
+1
513
$12K ﹤0.01%
42
514
$12K ﹤0.01%
515
515
$12K ﹤0.01%
219
+17
516
$12K ﹤0.01%
26
-13
517
$12K ﹤0.01%
120
518
$12K ﹤0.01%
600
519
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200
520
$11K ﹤0.01%
198
521
$11K ﹤0.01%
148
+1
522
$11K ﹤0.01%
238
-513
523
$11K ﹤0.01%
99
-236
524
$11K ﹤0.01%
176
-127
525
$11K ﹤0.01%
1,200
19 20
21
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