HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
+$2.56M
2
+$2.17M
3
+$2.01M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.64M
2
+$1.97M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.42%
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%
78
+25
502
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29
503
$13K ﹤0.01%
420
504
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186
505
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450
506
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200
507
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600
508
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120
509
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26
-13
510
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219
+17
511
$12K ﹤0.01%
515
512
$12K ﹤0.01%
42
513
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2
+1
514
$12K ﹤0.01%
91
+63
515
$12K ﹤0.01%
223
516
$12K ﹤0.01%
400
517
$12K ﹤0.01%
+228
518
$12K ﹤0.01%
63
+42
519
$12K ﹤0.01%
52
+1
520
$11K ﹤0.01%
+646
521
$11K ﹤0.01%
1,200
522
$11K ﹤0.01%
176
-127
523
$11K ﹤0.01%
99
-236
524
$11K ﹤0.01%
238
-513
525
$11K ﹤0.01%
148
+1
19 20
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