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
526
$10K ﹤0.01%
458
527
$10K ﹤0.01%
75
528
$10K ﹤0.01%
446
529
$10K ﹤0.01%
267
530
$10K ﹤0.01%
207
-51
531
$10K ﹤0.01%
204
532
$10K ﹤0.01%
867
+99
533
$10K ﹤0.01%
3,038
534
$9K ﹤0.01%
23
535
$9K ﹤0.01%
40
536
$9K ﹤0.01%
400
537
$9K ﹤0.01%
436
-204
538
$9K ﹤0.01%
+237
539
$9K ﹤0.01%
+35
540
$9K ﹤0.01%
193
+1
541
$9K ﹤0.01%
767
542
$9K ﹤0.01%
250
543
$9K ﹤0.01%
1,461
544
$8K ﹤0.01%
120
545
$8K ﹤0.01%
250
546
$8K ﹤0.01%
202
+13
547
$8K ﹤0.01%
200
-50
548
$8K ﹤0.01%
400
549
$8K ﹤0.01%
1,025
550
$8K ﹤0.01%
251
+2
20 21
22
23 24