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
551
$2K ﹤0.01%
+46
552
$2K ﹤0.01%
+27
553
$2K ﹤0.01%
+121
554
$2K ﹤0.01%
148
555
$2K ﹤0.01%
+100
556
$2K ﹤0.01%
+60
557
$1K ﹤0.01%
57
558
$1K ﹤0.01%
22
559
$1K ﹤0.01%
+26
560
$1K ﹤0.01%
106
561
$1K ﹤0.01%
+70
562
$1K ﹤0.01%
+7
563
$1K ﹤0.01%
50
564
$1K ﹤0.01%
599
565
$1K ﹤0.01%
100
566
$1K ﹤0.01%
100
567
$1K ﹤0.01%
+143
568
$1K ﹤0.01%
53
569
$1K ﹤0.01%
45
570
$1K ﹤0.01%
+68
571
$1K ﹤0.01%
+40
572
$1K ﹤0.01%
+109
573
$1K ﹤0.01%
+79
574
$1K ﹤0.01%
45
575
$1K ﹤0.01%
+37
21 22
23
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