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
526
$11K ﹤0.01%
+646
527
$10K ﹤0.01%
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528
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788
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530
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531
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52
+35
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535
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25
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345
537
$9K ﹤0.01%
233
+50
538
$9K ﹤0.01%
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$9K ﹤0.01%
44
-207
540
$9K ﹤0.01%
375
+75
541
$9K ﹤0.01%
70
542
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140
543
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545
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+274
546
$8K ﹤0.01%
375
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30
548
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65
549
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230
550
$8K ﹤0.01%
112
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