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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+100
527
$2K ﹤0.01%
+91
528
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50
529
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53
+1
530
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151
+51
531
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16
+1
532
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40
533
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240
534
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535
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100
536
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50
+12
537
$2K ﹤0.01%
57
538
$2K ﹤0.01%
+100
539
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37
540
$2K ﹤0.01%
+58
541
$2K ﹤0.01%
+105
542
$2K ﹤0.01%
85
543
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544
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545
$2K ﹤0.01%
242
546
$2K ﹤0.01%
+39
547
$2K ﹤0.01%
+22
548
$2K ﹤0.01%
+285
549
$2K ﹤0.01%
930
550
$2K ﹤0.01%
87
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