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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
+400
552
$8K ﹤0.01%
400
553
$8K ﹤0.01%
370
554
$8K ﹤0.01%
550
555
$8K ﹤0.01%
119
556
$8K ﹤0.01%
+98
557
$8K ﹤0.01%
146
+1
558
$8K ﹤0.01%
+120
559
$8K ﹤0.01%
139
-290
560
$8K ﹤0.01%
250
561
$8K ﹤0.01%
+321
562
$8K ﹤0.01%
600
+250
563
$8K ﹤0.01%
220
564
$7K ﹤0.01%
46
565
$7K ﹤0.01%
50
566
$7K ﹤0.01%
+70
567
$7K ﹤0.01%
446
568
$7K ﹤0.01%
+140
569
$7K ﹤0.01%
+301
570
$7K ﹤0.01%
+40
571
$7K ﹤0.01%
294
572
$7K ﹤0.01%
462
-118
573
$7K ﹤0.01%
129
574
$7K ﹤0.01%
96
575
$7K ﹤0.01%
100
21 22
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