HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.1M
3
+$4.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.45M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.43M

Top Sells

1
+$10.3M
2
+$983K
3
+$745K
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$507K

Sector Composition

1 Financials 4.59%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-166
552
– –
-95
553
– –
-74
554
$0 ﹤0.01%
11
555
– –
-1,804
556
– –
-32
557
– –
-36
558
– –
-34
559
– –
-549
560
– –
-63
561
– –
-24
562
– –
-79
563
$0 ﹤0.01%
+19
564
– –
-18,732
565
– –
-61
566
– –
-960
567
– –
-300
568
– –
-50
569
$0 ﹤0.01%
8
570
– –
0
571
$0 ﹤0.01%
8
572
– –
-90
573
– –
-105
574
– –
-42
575
– –
-103
21 22
23
24 25