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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
45
527
$2K ﹤0.01%
102
528
$2K ﹤0.01%
60
+25
529
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52
530
$2K ﹤0.01%
99
531
$2K ﹤0.01%
3
532
$2K ﹤0.01%
3
533
$2K ﹤0.01%
+200
534
$2K ﹤0.01%
21
535
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110
536
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72
537
$2K ﹤0.01%
275
538
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98
+1
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148
540
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62
541
$2K ﹤0.01%
543
542
$2K ﹤0.01%
+67
543
$2K ﹤0.01%
50
544
$2K ﹤0.01%
50
545
$1K ﹤0.01%
50
546
$1K ﹤0.01%
+100
547
$1K ﹤0.01%
63
548
– –
0
549
$1K ﹤0.01%
33
550
$1K ﹤0.01%
30
20 21
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23 24