HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K ﹤0.01%
608
+91
502
$12K ﹤0.01%
319
503
$12K ﹤0.01%
49
504
$12K ﹤0.01%
750
+420
505
$12K ﹤0.01%
304
506
$12K ﹤0.01%
216
507
$12K ﹤0.01%
201
+1
508
$12K ﹤0.01%
291
+1
509
$11K ﹤0.01%
197
510
$11K ﹤0.01%
186
511
$11K ﹤0.01%
+562
512
$11K ﹤0.01%
722
513
$11K ﹤0.01%
330
+2
514
$11K ﹤0.01%
157
+14
515
$11K ﹤0.01%
296
+3
516
$11K ﹤0.01%
134
+1
517
$11K ﹤0.01%
184
+1
518
$11K ﹤0.01%
202
519
$11K ﹤0.01%
103
+1
520
$11K ﹤0.01%
482
521
$11K ﹤0.01%
1,000
522
$11K ﹤0.01%
278
523
$10K ﹤0.01%
172
-10
524
$10K ﹤0.01%
+2,200
525
$10K ﹤0.01%
81
+1
19 20
21
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