HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 5.51%
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%
16
+1
552
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40
553
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240
554
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555
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556
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50
+12
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$1K ﹤0.01%
106
558
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+70
559
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50
560
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599
561
$1K ﹤0.01%
+37
562
$1K ﹤0.01%
232
+3
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$1K ﹤0.01%
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564
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180
565
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566
$1K ﹤0.01%
57
567
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22
568
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569
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570
$1K ﹤0.01%
100
571
$1K ﹤0.01%
100
572
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+143
573
$1K ﹤0.01%
53
574
$1K ﹤0.01%
45
575
$1K ﹤0.01%
+68
21 22
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