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
551
$1K ﹤0.01%
+20
552
$1K ﹤0.01%
225
+125
553
$1K ﹤0.01%
70
554
$1K ﹤0.01%
100
-67
555
$1K ﹤0.01%
40
556
$1K ﹤0.01%
233
557
$1K ﹤0.01%
68
-9
558
$1K ﹤0.01%
12
-506
559
$1K ﹤0.01%
38
560
$1K ﹤0.01%
380
561
$1K ﹤0.01%
46
-822
562
$1K ﹤0.01%
125
563
$1K ﹤0.01%
200
564
– –
-200
565
$0 ﹤0.01%
4
566
– –
-16,000
567
– –
-100
568
$0 ﹤0.01%
300
569
$0 ﹤0.01%
43
570
– –
-1,530
571
– –
-165
572
– –
-86
573
– –
-8
574
– –
-185
575
– –
-283
21 22
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24 25